Number of Shares
458,163.00
Current Holdings Value*
$26.12 Mil
% of Portfolio
8%
Total Estimate Gain
$3.13 Mil
% of Total Estimate Gain
8.29%

Trinity Financial Advisors LLC's Vanguard FTSE Developed Markets ETF Holding Summary

As of 2025-06-30, Trinity Financial Advisors LLC held 458,163.00 shares of Vanguard FTSE Developed Markets ETF(VEA), totaling $26.12 Mil. This investment constitutes 8% of their stock portfolio, and Trinity Financial Advisors LLC now holds 0.02% of the outstanding Vanguard FTSE Developed Markets ETF(VEA) stock.

The initial trade took place in 2020Q4. And since then Trinity Financial Advisors LLC has made 9 purchases of VEA, at an average price of $48.66, for a total of 776,030.00 shares. In addition, there have been 9 sales at an average price of $44.92 for 317,867.00 shares. Based on historical transaction data and VEA's current price of $58.09, Trinity Financial Advisors LLC's estimated gain on his VEA holdings is $3.13 Mil, reflecting a 8.29% gain to date.

Trinity Financial Advisors LLC VEA ($58.09) Holding Chart

Trinity Financial Advisors LLC VEA ($58.09) 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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