Number of Shares
378,108.00
Current Holdings Value*
$19.22 Mil
% of Portfolio
12.49%
Total Estimate Gain
$4.43 Mil
% of Total Estimate Gain
25.74%

Stephenson & Company, Inc.'s Vanguard FTSE Developed Markets ETF Holding Summary

As of 2025-03-31, Stephenson & Company, Inc. held 378,108.00 shares of Vanguard FTSE Developed Markets ETF(VEA), totaling $19.22 Mil. This investment constitutes 12.49% of their stock portfolio, and Stephenson & Company, 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 Stephenson & Company, Inc. has made 5 purchases of VEA, at an average price of $45.55, for a total of 378,108.00 shares. Based on historical transaction data and VEA's current price of $57.28, Stephenson & Company, Inc.'s estimated gain on his VEA holdings is $4.43 Mil, reflecting a 25.74% gain to date.

Stephenson & Company, Inc. VEA ($57.28) Holding Chart

Stephenson & Company, Inc. VEA ($57.28) 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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