Atlantic Edge Private Wealth Management, LLC VWO Holdings History
Atlantic Edge Private Wealth Management, LLC's Vanguard FTSE Emerging Markets ETF Holding Summary
As of 2025-03-31, Atlantic Edge Private Wealth Management, LLC held 85,317.00 shares of Vanguard FTSE Emerging Markets ETF(VWO), totaling $3.86 Mil. This investment constitutes 1.18% of their stock portfolio, and Atlantic Edge Private Wealth Management, LLC now holds 0% of the outstanding Vanguard FTSE Emerging Markets ETF(VWO) stock.
The initial trade took place in 2023Q4. And since then Atlantic Edge Private Wealth Management, LLC has made 3 purchases of VWO, at an average price of $41.11, for a total of 190,198.00 shares. In addition, there have been 2 sales at an average price of $45.69 for 104,881.00 shares. Based on historical transaction data and VWO's current price of $49.91, Atlantic Edge Private Wealth Management, LLC's estimated gain on his VWO holdings is $1.23 Mil, reflecting a 15.75% gain to date.
Atlantic Edge Private Wealth Management, LLC VWO ($49.91) Holding Chart
Atlantic Edge Private Wealth Management, LLC VWO ($49.91) 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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