Number of Shares
176,054.00
Current Holdings Value*
$10.04 Mil
% of Portfolio
2.43%
Total Estimate Gain
$2.87 Mil
% of Total Estimate Gain
21.89%

WALLER FINANCIAL PLANNING GROUP, INC's Vanguard FTSE Developed Markets ETF Holding Summary

As of 2025-06-30, WALLER FINANCIAL PLANNING GROUP, INC held 176,054.00 shares of Vanguard FTSE Developed Markets ETF(VEA), totaling $10.04 Mil. This investment constitutes 2.43% of their stock portfolio, and WALLER FINANCIAL PLANNING GROUP, INC now holds 0.01% of the outstanding Vanguard FTSE Developed Markets ETF(VEA) stock.

The initial trade took place in 2018Q4. And since then WALLER FINANCIAL PLANNING GROUP, INC has made 11 purchases of VEA, at an average price of $41.68, for a total of 314,000.00 shares. In addition, there have been 15 sales at an average price of $43.35 for 137,946.00 shares. Based on historical transaction data and VEA's current price of $56.64, WALLER FINANCIAL PLANNING GROUP, INC's estimated gain on his VEA holdings is $2.87 Mil, reflecting a 21.89% gain to date.

WALLER FINANCIAL PLANNING GROUP, INC VEA ($56.64) Holding Chart

WALLER FINANCIAL PLANNING GROUP, INC 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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