Number of Shares
173,112.00
Current Holdings Value*
$9.91 Mil
% of Portfolio
6.73%
Total Estimate Gain
$1.78 Mil
% of Total Estimate Gain
11.39%

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

As of 2025-06-30, Shotwell Rutter Baer Inc held 173,112.00 shares of Vanguard FTSE Developed Markets ETF(VEA), totaling $9.91 Mil. This investment constitutes 6.73% 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 5 purchases of VEA, at an average price of $47.43, for a total of 329,082.00 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 $56.92, Shotwell Rutter Baer Inc's estimated gain on his VEA holdings is $1.78 Mil, reflecting a 11.39% gain to date.

Shotwell Rutter Baer Inc VEA ($56.92) Holding Chart

Shotwell Rutter Baer Inc VEA ($56.92) 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 %

Top Ranked Articles

  • 1