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
$827,611.19
% of Total Estimate Gain
26.66%

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 $56.37, Summit Equities Inc's estimated gain on his VEA holdings is $827,611.19, reflecting a 26.66% gain to date.

Summit Equities Inc VEA ($56.37) Holding Chart

Summit Equities Inc VEA ($56.37) 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 %

Top Ranked Articles

  • 1