AdvicePeriod, LLC VWO Holdings History

Number of Shares
3.31 Mil
Current Holdings Value*
$179.68 Mil
% of Portfolio
11.69%
Total Estimate Gain
$29.75 Mil
% of Total Estimate Gain
13.41%

AdvicePeriod, LLC's Vanguard FTSE Emerging Markets ETF Holding Summary

As of 2021-06-30, AdvicePeriod, LLC held 3.31 Mil shares of Vanguard FTSE Emerging Markets ETF(VWO), totaling $179.68 Mil. This investment constitutes 11.69% of their stock portfolio, and AdvicePeriod, LLC now holds 0.19% of the outstanding Vanguard FTSE Emerging Markets ETF(VWO) stock.

The initial trade took place in 2018Q2. And since then AdvicePeriod, LLC has made 11 purchases of VWO, at an average price of $41.77, for a total of 5.31 Mil shares. In addition, there have been 2 sales at an average price of $42.99 for 2.00 Mil shares. Based on historical transaction data and VWO's current price of $50.02, AdvicePeriod, LLC's estimated gain on his VWO holdings is $29.75 Mil, reflecting a 13.41% gain to date.

AdvicePeriod, LLC VWO ($50.02) Holding Chart

AdvicePeriod, LLC VWO ($50.02) 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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