Number of Shares
491,191.00
Current Holdings Value*
$24.97 Mil
% of Portfolio
5.75%
Total Estimate Gain
$3.51 Mil
% of Total Estimate Gain
10.91%

Sovereign Financial Group, Inc.'s Vanguard FTSE Developed Markets ETF Holding Summary

As of 2025-03-31, Sovereign Financial Group, Inc. held 491,191.00 shares of Vanguard FTSE Developed Markets ETF(VEA), totaling $24.97 Mil. This investment constitutes 5.75% of their stock portfolio, and Sovereign Financial Group, Inc. now holds 0.02% of the outstanding Vanguard FTSE Developed Markets ETF(VEA) stock.

The initial trade took place in 2020Q4. And since then Sovereign Financial Group, Inc. has made 15 purchases of VEA, at an average price of $46.84, for a total of 685,915.00 shares. In addition, there have been 1 sales at an average price of $40.11 for 194,724.00 shares. Based on historical transaction data and VEA's current price of $56.64, Sovereign Financial Group, Inc.'s estimated gain on his VEA holdings is $3.51 Mil, reflecting a 10.91% gain to date.

Sovereign Financial Group, Inc. VEA ($56.64) Holding Chart

Sovereign Financial Group, Inc. VEA ($56.64) 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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