SWM Advisors VEA Holdings History

Number of Shares
421,171.00
Current Holdings Value*
$15.31 Mil
% of Portfolio
14.43%
Total Estimate Gain
$2.90 Mil
% of Total Estimate Gain
13.80%

SWM Advisors's Vanguard FTSE Developed Markets ETF Holding Summary

As of 2022-09-30, SWM Advisors held 421,171.00 shares of Vanguard FTSE Developed Markets ETF(VEA), totaling $15.31 Mil. This investment constitutes 14.43% of their stock portfolio, and SWM Advisors now holds 0.02% of the outstanding Vanguard FTSE Developed Markets ETF(VEA) stock.

The initial trade took place in 2021Q4. And since then SWM Advisors has made 3 purchases of VEA, at an average price of $49.89, for a total of 421,171.00 shares. Based on historical transaction data and VEA's current price of $56.77, SWM Advisors's estimated gain on his VEA holdings is $2.90 Mil, reflecting a 13.80% gain to date.

SWM Advisors VEA ($56.77) Holding Chart

SWM Advisors 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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