Ratio Wealth Group VEA Holdings History

Number of Shares
402,167.00
Current Holdings Value*
$20.18 Mil
% of Portfolio
3.76%
Total Estimate Gain
$4.71 Mil
% of Total Estimate Gain
25.72%

Ratio Wealth Group's Vanguard FTSE Developed Markets ETF Holding Summary

As of 2024-03-31, Ratio Wealth Group held 402,167.00 shares of Vanguard FTSE Developed Markets ETF(VEA), totaling $20.18 Mil. This investment constitutes 3.76% of their stock portfolio, and Ratio Wealth Group now holds -% of the outstanding Vanguard FTSE Developed Markets ETF(VEA) stock.

The initial trade took place in 2021Q3. And since then Ratio Wealth Group has made 5 purchases of VEA, at an average price of $45.08, for a total of 406,241.00 shares. In addition, there have been 1 sales at an average price of $47.08 for 4,074.00 shares. Based on historical transaction data and VEA's current price of $56.77, Ratio Wealth Group's estimated gain on his VEA holdings is $4.71 Mil, reflecting a 25.72% gain to date.

Ratio Wealth Group VEA ($56.77) Holding Chart

Ratio Wealth Group VEA ($56.77) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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