Number of Shares
910,913.00
Current Holdings Value*
$37.94 Mil
% of Portfolio
2.74%
Total Estimate Gain
$5.03 Mil
% of Total Estimate Gain
11.84%

Altium Wealth Management LLC's Vanguard FTSE Emerging Markets ETF Holding Summary

As of 2022-06-30, Altium Wealth Management LLC held 910,913.00 shares of Vanguard FTSE Emerging Markets ETF(VWO), totaling $37.94 Mil. This investment constitutes 2.74% of their stock portfolio, and Altium Wealth Management LLC now holds 0.05% of the outstanding Vanguard FTSE Emerging Markets ETF(VWO) stock.

The initial trade took place in 2018Q2. And since then Altium Wealth Management LLC has made 11 purchases of VWO, at an average price of $44.20, for a total of 961,404.00 shares. In addition, there have been 5 sales at an average price of $46.01 for 50,491.00 shares. Based on historical transaction data and VWO's current price of $49.62, Altium Wealth Management LLC's estimated gain on his VWO holdings is $5.03 Mil, reflecting a 11.84% gain to date.

Altium Wealth Management LLC VWO ($49.62) Holding Chart

Altium Wealth Management LLC VWO ($49.62) 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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