BEACON FINANCIAL GROUP VWO Holdings History
BEACON FINANCIAL GROUP's Vanguard FTSE Emerging Markets ETF Holding Summary
As of 2025-06-30, BEACON FINANCIAL GROUP held 226,793.00 shares of Vanguard FTSE Emerging Markets ETF(VWO), totaling $11.22 Mil. This investment constitutes 1.17% of their stock portfolio, and BEACON FINANCIAL GROUP now holds 0.01% of the outstanding Vanguard FTSE Emerging Markets ETF(VWO) stock.
The initial trade took place in 2014Q1. And since then BEACON FINANCIAL GROUP has made 15 purchases of VWO, at an average price of $44.87, for a total of 246,460.00 shares. In addition, there have been 10 sales at an average price of $40.86 for 19,667.00 shares. Based on historical transaction data and VWO's current price of $50.76, BEACON FINANCIAL GROUP's estimated gain on his VWO holdings is $1.26 Mil, reflecting a 11.36% gain to date.
BEACON FINANCIAL GROUP VWO ($50.76) Holding Chart
BEACON FINANCIAL GROUP 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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