Number of Shares
255,882.00
Current Holdings Value*
$14.59 Mil
% of Portfolio
10.65%
Total Estimate Gain
$2.15 Mil
% of Total Estimate Gain
16.32%

Retirement Wealth Solutions LLC's Vanguard FTSE Developed Markets ETF Holding Summary

As of 2025-06-30, Retirement Wealth Solutions LLC held 255,882.00 shares of Vanguard FTSE Developed Markets ETF(VEA), totaling $14.59 Mil. This investment constitutes 10.65% of their stock portfolio, and Retirement Wealth Solutions LLC now holds 0.01% of the outstanding Vanguard FTSE Developed Markets ETF(VEA) stock.

The initial trade took place in 2024Q4. And since then Retirement Wealth Solutions LLC has made 1 purchases of VEA, at an average price of $50.18, for a total of 262,779.00 shares. In addition, there have been 1 sales at an average price of $53.52 for 6,897.00 shares. Based on historical transaction data and VEA's current price of $58.50, Retirement Wealth Solutions LLC's estimated gain on his VEA holdings is $2.15 Mil, reflecting a 16.32% gain to date.

Retirement Wealth Solutions LLC VEA ($58.50) Holding Chart

Retirement Wealth Solutions LLC VEA ($58.50) 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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