Summit Equities Inc VEA Holdings History
Number of Shares
69,745.00
Current Holdings Value*
$3.02 Mil
% of Portfolio
0.52%
Total Estimate Gain
$867,365.84
% of Total Estimate Gain
27.94%
Summit Equities Inc's Vanguard FTSE Developed Markets ETF Holding Summary
As of 2018-09-30, Summit Equities Inc held 69,745.00 shares of Vanguard FTSE Developed Markets ETF(VEA), totaling $3.02 Mil. This investment constitutes 0.52% of their stock portfolio, and Summit Equities Inc now holds 0% of the outstanding Vanguard FTSE Developed Markets ETF(VEA) stock.
The initial trade took place in 2018Q2. And since then Summit Equities Inc has made 2 purchases of VEA, at an average price of $44.50, for a total of 69,745.00 shares. Based on historical transaction data and VEA's current price of $56.94, Summit Equities Inc's estimated gain on his VEA holdings is $867,365.84, reflecting a 27.94% gain to date.
Summit Equities Inc VEA ($56.94) Holding Chart
Summit Equities Inc VEA ($56.94) 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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