WARNER FINANCIAL, INC VEA Holdings History
Number of Shares
261,567.00
Current Holdings Value*
$13.30 Mil
% of Portfolio
5.88%
Total Estimate Gain
$2.27 Mil
% of Total Estimate Gain
18.04%
WARNER FINANCIAL, INC's Vanguard FTSE Developed Markets ETF Holding Summary
As of 2025-03-31, WARNER FINANCIAL, INC held 261,567.00 shares of Vanguard FTSE Developed Markets ETF(VEA), totaling $13.30 Mil. This investment constitutes 5.88% of their stock portfolio, and WARNER FINANCIAL, INC now holds 0.01% of the outstanding Vanguard FTSE Developed Markets ETF(VEA) stock.
The initial trade took place in 2021Q4. And since then WARNER FINANCIAL, INC has made 13 purchases of VEA, at an average price of $48.09, for a total of 261,567.00 shares. Based on historical transaction data and VEA's current price of $56.77, WARNER FINANCIAL, INC's estimated gain on his VEA holdings is $2.27 Mil, reflecting a 18.04% gain to date.
WARNER FINANCIAL, INC VEA ($56.77) Holding Chart
WARNER FINANCIAL, INC VEA ($56.77) 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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