Number of Shares
248,640.00
Current Holdings Value*
$14.17 Mil
% of Portfolio
6.28%
Total Estimate Gain
$3.02 Mil
% of Total Estimate Gain
17.66%

Towerpoint Wealth, LLC's Vanguard FTSE Developed Markets ETF Holding Summary

As of 2025-06-30, Towerpoint Wealth, LLC held 248,640.00 shares of Vanguard FTSE Developed Markets ETF(VEA), totaling $14.17 Mil. This investment constitutes 6.28% of their stock portfolio, and Towerpoint Wealth, LLC now holds 0.01% of the outstanding Vanguard FTSE Developed Markets ETF(VEA) stock.

The initial trade took place in 2018Q2. And since then Towerpoint Wealth, LLC has made 20 purchases of VEA, at an average price of $43.74, for a total of 390,281.00 shares. In addition, there have been 9 sales at an average price of $42.31 for 141,641.00 shares. Based on historical transaction data and VEA's current price of $56.69, Towerpoint Wealth, LLC's estimated gain on his VEA holdings is $3.02 Mil, reflecting a 17.66% gain to date.

Towerpoint Wealth, LLC VEA ($56.69) Holding Chart

Towerpoint Wealth, LLC VEA ($56.69) 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