Number of Shares
259,284.00
Current Holdings Value*
$13.18 Mil
% of Portfolio
3.59%
Total Estimate Gain
$4.75 Mil
% of Total Estimate Gain
28.68%

Smith & Howard Wealth Management, LLC's Vanguard FTSE Developed Markets ETF Holding Summary

As of 2025-03-31, Smith & Howard Wealth Management, LLC held 259,284.00 shares of Vanguard FTSE Developed Markets ETF(VEA), totaling $13.18 Mil. This investment constitutes 3.59% of their stock portfolio, and Smith & Howard Wealth Management, LLC now holds 0.01% of the outstanding Vanguard FTSE Developed Markets ETF(VEA) stock.

The initial trade took place in 2014Q1. And since then Smith & Howard Wealth Management, LLC has made 14 purchases of VEA, at an average price of $40.87, for a total of 405,501.00 shares. In addition, there have been 12 sales at an average price of $44.91 for 146,217.00 shares. Based on historical transaction data and VEA's current price of $56.92, Smith & Howard Wealth Management, LLC's estimated gain on his VEA holdings is $4.75 Mil, reflecting a 28.68% gain to date.

Smith & Howard Wealth Management, LLC VEA ($56.92) Holding Chart

Smith & Howard Wealth Management, LLC 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 %

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