AllSquare Wealth Management LLC VWO Holdings History
AllSquare Wealth Management LLC's Vanguard FTSE Emerging Markets ETF Holding Summary
As of 2025-03-31, AllSquare Wealth Management LLC held 120,425.00 shares of Vanguard FTSE Emerging Markets ETF(VWO), totaling $5.45 Mil. This investment constitutes 3.24% of their stock portfolio, and AllSquare Wealth Management LLC now holds 0.01% of the outstanding Vanguard FTSE Emerging Markets ETF(VWO) stock.
The initial trade took place in 2014Q4. And since then AllSquare Wealth Management LLC has made 14 purchases of VWO, at an average price of $40.36, for a total of 200,837.00 shares. In addition, there have been 17 sales at an average price of $43.59 for 80,412.00 shares. Based on historical transaction data and VWO's current price of $50.56, AllSquare Wealth Management LLC's estimated gain on his VWO holdings is $1.49 Mil, reflecting a 18.37% gain to date.
AllSquare Wealth Management LLC VWO ($50.56) Holding Chart
AllSquare Wealth Management LLC VWO ($50.56) 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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