Number of Shares
172,195.00
Current Holdings Value*
$8.08 Mil
% of Portfolio
7.13%
Total Estimate Gain
$1.70 Mil
% of Total Estimate Gain
10.90%

Shotwell Rutter Baer Inc's Vanguard FTSE Developed Markets ETF Holding Summary

As of 2025-03-31, Shotwell Rutter Baer Inc held 172,195.00 shares of Vanguard FTSE Developed Markets ETF(VEA), totaling $8.08 Mil. This investment constitutes 7.13% of their stock portfolio, and Shotwell Rutter Baer Inc now holds 0.01% of the outstanding Vanguard FTSE Developed Markets ETF(VEA) stock.

The initial trade took place in 2023Q4. And since then Shotwell Rutter Baer Inc has made 4 purchases of VEA, at an average price of $47.41, for a total of 328,165.00 shares. In addition, there have been 1 sales at an average price of $48.29 for 155,970.00 shares. Based on historical transaction data and VEA's current price of $56.46, Shotwell Rutter Baer Inc's estimated gain on his VEA holdings is $1.70 Mil, reflecting a 10.90% gain to date.

Shotwell Rutter Baer Inc VEA ($56.46) Holding Chart

Shotwell Rutter Baer Inc VEA ($56.46) 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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