Number of Shares
179,098.00
Current Holdings Value*
$8.11 Mil
% of Portfolio
4.81%
Total Estimate Gain
$821,778.92
% of Total Estimate Gain
4.18%

Axiom Financial Strategies, LLC's Vanguard FTSE Emerging Markets ETF Holding Summary

As of 2025-03-31, Axiom Financial Strategies, LLC held 179,098.00 shares of Vanguard FTSE Emerging Markets ETF(VWO), totaling $8.11 Mil. This investment constitutes 4.81% of their stock portfolio, and Axiom Financial Strategies, LLC now holds 0.01% of the outstanding Vanguard FTSE Emerging Markets ETF(VWO) stock.

The initial trade took place in 2020Q1. And since then Axiom Financial Strategies, LLC has made 10 purchases of VWO, at an average price of $44.54, for a total of 441,606.00 shares. In addition, there have been 9 sales at an average price of $43.61 for 262,508.00 shares. Based on historical transaction data and VWO's current price of $50.49, Axiom Financial Strategies, LLC's estimated gain on his VWO holdings is $821,778.92, reflecting a 4.18% gain to date.

Axiom Financial Strategies, LLC VWO ($50.49) Holding Chart

Axiom Financial Strategies, LLC VWO ($50.49) 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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