Number of Shares
312,928.00
Current Holdings Value*
$15.91 Mil
% of Portfolio
10.64%
Total Estimate Gain
$1.95 Mil
% of Total Estimate Gain
12.42%

Wealth Management Strategies, Inc.'s Vanguard FTSE Developed Markets ETF Holding Summary

As of 2025-03-31, Wealth Management Strategies, Inc. held 312,928.00 shares of Vanguard FTSE Developed Markets ETF(VEA), totaling $15.91 Mil. This investment constitutes 10.64% of their stock portfolio, and Wealth Management Strategies, Inc. now holds 0.01% of the outstanding Vanguard FTSE Developed Markets ETF(VEA) stock.

The initial trade took place in 2024Q4. And since then Wealth Management Strategies, Inc. has made 1 purchases of VEA, at an average price of $50.24, for a total of 312,928.00 shares. Based on historical transaction data and VEA's current price of $56.48, Wealth Management Strategies, Inc.'s estimated gain on his VEA holdings is $1.95 Mil, reflecting a 12.42% gain to date.

Wealth Management Strategies, Inc. VEA ($56.48) Holding Chart

Wealth Management Strategies, Inc. VEA ($56.48) 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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