Number of Shares
259,312.00
Current Holdings Value*
$12.40 Mil
% of Portfolio
4.58%
Total Estimate Gain
$2.78 Mil
% of Total Estimate Gain
23.34%

Sterling Wealth Management, Inc.'s Vanguard FTSE Developed Markets ETF Holding Summary

As of 2024-12-31, Sterling Wealth Management, Inc. held 259,312.00 shares of Vanguard FTSE Developed Markets ETF(VEA), totaling $12.40 Mil. This investment constitutes 4.58% of their stock portfolio, and Sterling Wealth Management, 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 Sterling Wealth Management, Inc. has made 4 purchases of VEA, at an average price of $45.92, for a total of 259,312.00 shares. Based on historical transaction data and VEA's current price of $56.64, Sterling Wealth Management, Inc.'s estimated gain on his VEA holdings is $2.78 Mil, reflecting a 23.34% gain to date.

Sterling Wealth Management, Inc. VEA ($56.64) Holding Chart

Sterling Wealth Management, 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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