Wealth Forward, LLC VEA Holdings History

Number of Shares
362,261.00
Current Holdings Value*
$18.41 Mil
% of Portfolio
13.1%
Total Estimate Gain
$4.16 Mil
% of Total Estimate Gain
25.02%

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

As of 2025-03-31, Wealth Forward, LLC held 362,261.00 shares of Vanguard FTSE Developed Markets ETF(VEA), totaling $18.41 Mil. This investment constitutes 13.1% of their stock portfolio, and Wealth Forward, LLC now holds 0.01% of the outstanding Vanguard FTSE Developed Markets ETF(VEA) stock.

The initial trade took place in 2023Q4. And since then Wealth Forward, LLC has made 5 purchases of VEA, at an average price of $45.87, for a total of 362,261.00 shares. Based on historical transaction data and VEA's current price of $57.35, Wealth Forward, LLC's estimated gain on his VEA holdings is $4.16 Mil, reflecting a 25.02% gain to date.

Wealth Forward, LLC VEA ($57.35) Holding Chart

Wealth Forward, LLC VEA ($57.35) 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 %

Top Ranked Articles

  • 1