Number of Shares
559,193.00
Current Holdings Value*
$28.42 Mil
% of Portfolio
7.97%
Total Estimate Gain
$6.04 Mil
% of Total Estimate Gain
18.80%

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

As of 2025-03-31, Wiser Wealth Management, Inc held 559,193.00 shares of Vanguard FTSE Developed Markets ETF(VEA), totaling $28.42 Mil. This investment constitutes 7.97% of their stock portfolio, and Wiser Wealth Management, Inc now holds 0.02% of the outstanding Vanguard FTSE Developed Markets ETF(VEA) stock.

The initial trade took place in 2020Q4. And since then Wiser Wealth Management, Inc has made 15 purchases of VEA, at an average price of $45.66, for a total of 703,124.00 shares. In addition, there have been 2 sales at an average price of $44.43 for 143,931.00 shares. Based on historical transaction data and VEA's current price of $56.78, Wiser Wealth Management, Inc's estimated gain on his VEA holdings is $6.04 Mil, reflecting a 18.80% gain to date.

Wiser Wealth Management, Inc VEA ($56.78) Holding Chart

Wiser Wealth Management, Inc VEA ($56.78) 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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