Number of Shares
164,796.00
Current Holdings Value*
$8.38 Mil
% of Portfolio
3.31%
Total Estimate Gain
$2.15 Mil
% of Total Estimate Gain
9.14%

Tilson Financial Group, Inc.'s Vanguard FTSE Developed Markets ETF Holding Summary

As of 2025-03-31, Tilson Financial Group, Inc. held 164,796.00 shares of Vanguard FTSE Developed Markets ETF(VEA), totaling $8.38 Mil. This investment constitutes 3.31% of their stock portfolio, and Tilson Financial Group, Inc. now holds 0.01% of the outstanding Vanguard FTSE Developed Markets ETF(VEA) stock.

The initial trade took place in 2022Q4. And since then Tilson Financial Group, Inc. has made 5 purchases of VEA, at an average price of $47.10, for a total of 498,660.00 shares. In addition, there have been 4 sales at an average price of $48.55 for 333,864.00 shares. Based on historical transaction data and VEA's current price of $57.22, Tilson Financial Group, Inc.'s estimated gain on his VEA holdings is $2.15 Mil, reflecting a 9.14% gain to date.

Tilson Financial Group, Inc. VEA ($57.22) Holding Chart

Tilson Financial Group, Inc. VEA ($57.22) 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