Number of Shares
825,430.00
Current Holdings Value*
$41.96 Mil
% of Portfolio
10.84%
Total Estimate Gain
$12.51 Mil
% of Total Estimate Gain
34.19%

Riverpoint Wealth Management Holdings, LLC's Vanguard FTSE Developed Markets ETF Holding Summary

As of 2025-03-31, Riverpoint Wealth Management Holdings, LLC held 825,430.00 shares of Vanguard FTSE Developed Markets ETF(VEA), totaling $41.96 Mil. This investment constitutes 10.84% of their stock portfolio, and Riverpoint Wealth Management Holdings, LLC now holds 0.03% of the outstanding Vanguard FTSE Developed Markets ETF(VEA) stock.

The initial trade took place in 2018Q4. And since then Riverpoint Wealth Management Holdings, LLC has made 22 purchases of VEA, at an average price of $41.17, for a total of 888,654.00 shares. In addition, there have been 4 sales at an average price of $40.49 for 63,224.00 shares. Based on historical transaction data and VEA's current price of $56.37, Riverpoint Wealth Management Holdings, LLC's estimated gain on his VEA holdings is $12.51 Mil, reflecting a 34.19% gain to date.

Riverpoint Wealth Management Holdings, LLC VEA ($56.37) Holding Chart

Riverpoint Wealth Management Holdings, LLC VEA ($56.37) 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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