Aegis Wealth Management LLC Vanguard Ftse Developed Market Transaction History
Aegis Wealth Management LLC
- $170 Billion
- Q1 2025
A detailed history of Aegis Wealth Management LLC transactions in Vanguard Ftse Developed Market stock. As of the latest transaction made, Aegis Wealth Management LLC holds 99,513 shares of VEA stock, worth $5.53 Million. This represents 2.97% of its overall portfolio holdings.
Number of Shares
99,513
Previous 65,201
52.62%
Holding current value
$5.53 Million
Previous $3.12 Billion
62.23%
% of portfolio
2.97%
Previous 2.11%
Shares
2 transactions
Others Institutions Holding VEA
# of Institutions
2,701Shares Held
2.24BCall Options Held
257KPut Options Held
199K-
Bank Of America Corp Charlotte, NC189MShares$10.5 Billion0.79% of portfolio
-
Creative Planning Overland Park, KS138MShares$7.69 Billion6.64% of portfolio
-
Betterment LLC New York, NY134MShares$7.45 Billion16.16% of portfolio
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Envestnet Asset Management Inc98.7MShares$5.49 Billion1.68% of portfolio
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Wells Fargo & Company San Francisco, CA65.3MShares$3.63 Billion0.77% of portfolio