Number of Shares
341,316.00
Current Holdings Value*
$17.59 Mil
% of Portfolio
10.91%
Total Estimate Gain
$4.57 Mil
% of Total Estimate Gain
29.71%

Treybourne Wealth Planners, Inc.'s Vanguard FTSE Developed Markets ETF Holding Summary

As of 2021-06-30, Treybourne Wealth Planners, Inc. held 341,316.00 shares of Vanguard FTSE Developed Markets ETF(VEA), totaling $17.59 Mil. This investment constitutes 10.91% of their stock portfolio, and Treybourne Wealth Planners, Inc. now holds 0.02% of the outstanding Vanguard FTSE Developed Markets ETF(VEA) stock.

The initial trade took place in 2020Q4. And since then Treybourne Wealth Planners, Inc. has made 2 purchases of VEA, at an average price of $45.10, for a total of 341,316.00 shares. Based on historical transaction data and VEA's current price of $58.50, Treybourne Wealth Planners, Inc.'s estimated gain on his VEA holdings is $4.57 Mil, reflecting a 29.71% gain to date.

Treybourne Wealth Planners, Inc. VEA ($58.50) Holding Chart

Treybourne Wealth Planners, Inc. VEA ($58.50) 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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