Arcadia Wealth Management, LLC VWO Holdings History
Number of Shares
238,188.00
Current Holdings Value*
$11.78 Mil
% of Portfolio
5.15%
Total Estimate Gain
$2.02 Mil
% of Total Estimate Gain
20.10%
Arcadia Wealth Management, LLC's Vanguard FTSE Emerging Markets ETF Holding Summary
As of 2025-06-30, Arcadia Wealth Management, LLC held 238,188.00 shares of Vanguard FTSE Emerging Markets ETF(VWO), totaling $11.78 Mil. This investment constitutes 5.15% of their stock portfolio, and Arcadia Wealth Management, LLC now holds 0.01% of the outstanding Vanguard FTSE Emerging Markets ETF(VWO) stock.
The initial trade took place in 2023Q1. And since then Arcadia Wealth Management, LLC has made 10 purchases of VWO, at an average price of $42.27, for a total of 238,188.00 shares. Based on historical transaction data and VWO's current price of $50.76, Arcadia Wealth Management, LLC's estimated gain on his VWO holdings is $2.02 Mil, reflecting a 20.10% gain to date.
Arcadia Wealth Management, LLC VWO ($50.76) Holding Chart
Arcadia Wealth Management, LLC VWO ($50.76) 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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