Number of Shares
189,748.00
Current Holdings Value*
$9.64 Mil
% of Portfolio
1.81%
Total Estimate Gain
$10.76 Mil
% of Total Estimate Gain
2.58%

Strategic Financial Concepts, LLC's Vanguard FTSE Developed Markets ETF Holding Summary

As of 2025-03-31, Strategic Financial Concepts, LLC held 189,748.00 shares of Vanguard FTSE Developed Markets ETF(VEA), totaling $9.64 Mil. This investment constitutes 1.81% of their stock portfolio, and Strategic Financial Concepts, LLC now holds 0.01% of the outstanding Vanguard FTSE Developed Markets ETF(VEA) stock.

The initial trade took place in 2023Q1. And since then Strategic Financial Concepts, LLC has made 4 purchases of VEA, at an average price of $49.71, for a total of 8.40 Mil shares. In addition, there have been 4 sales at an average price of $50.81 for 8.21 Mil shares. Based on historical transaction data and VEA's current price of $58.50, Strategic Financial Concepts, LLC's estimated gain on his VEA holdings is $10.76 Mil, reflecting a 2.58% gain to date.

Strategic Financial Concepts, LLC VEA ($58.50) Holding Chart

Strategic Financial Concepts, LLC VEA ($58.50) 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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