Number of Shares
182,257.00
Current Holdings Value*
$9.26 Mil
% of Portfolio
8.26%
Total Estimate Gain
$1.17 Mil
% of Total Estimate Gain
12.84%

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

As of 2025-03-31, Trace Wealth Advisors, LLC held 182,257.00 shares of Vanguard FTSE Developed Markets ETF(VEA), totaling $9.26 Mil. This investment constitutes 8.26% of their stock portfolio, and Trace Wealth Advisors, LLC now holds 0.01% of the outstanding Vanguard FTSE Developed Markets ETF(VEA) stock.

The initial trade took place in 2024Q4. And since then Trace Wealth Advisors, LLC has made 1 purchases of VEA, at an average price of $50.19, for a total of 182,257.00 shares. Based on historical transaction data and VEA's current price of $56.64, Trace Wealth Advisors, LLC's estimated gain on his VEA holdings is $1.17 Mil, reflecting a 12.84% gain to date.

Trace Wealth Advisors, LLC VEA ($56.64) Holding Chart

Trace Wealth Advisors, LLC VEA ($56.64) 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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