Number of Shares
118,118.00
Current Holdings Value*
$6.73 Mil
% of Portfolio
2.09%
Total Estimate Gain
$840,904.96
% of Total Estimate Gain
13.80%

Stone Summit Wealth LLC's Vanguard FTSE Developed Markets ETF Holding Summary

As of 2025-06-30, Stone Summit Wealth LLC held 118,118.00 shares of Vanguard FTSE Developed Markets ETF(VEA), totaling $6.73 Mil. This investment constitutes 2.09% of their stock portfolio, and Stone Summit Wealth LLC now holds 0% of the outstanding Vanguard FTSE Developed Markets ETF(VEA) stock.

The initial trade took place in 2021Q4. And since then Stone Summit Wealth LLC has made 11 purchases of VEA, at an average price of $49.12, for a total of 124,059.00 shares. In addition, there have been 3 sales at an average price of $41.21 for 5,941.00 shares. Based on historical transaction data and VEA's current price of $56.64, Stone Summit Wealth LLC's estimated gain on his VEA holdings is $840,904.96, reflecting a 13.80% gain to date.

Stone Summit Wealth LLC VEA ($56.64) Holding Chart

Stone Summit Wealth LLC 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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