Number of Shares
2.09 Mil
Current Holdings Value*
$103.56 Mil
% of Portfolio
2.29%
Total Estimate Gain
$6.74 Mil
% of Total Estimate Gain
6.01%

Badgley Phelps Wealth Managers, LLC's Vanguard FTSE Emerging Markets ETF Holding Summary

As of 2025-06-30, Badgley Phelps Wealth Managers, LLC held 2.09 Mil shares of Vanguard FTSE Emerging Markets ETF(VWO), totaling $103.56 Mil. This investment constitutes 2.29% of their stock portfolio, and Badgley Phelps Wealth Managers, LLC now holds 0.12% of the outstanding Vanguard FTSE Emerging Markets ETF(VWO) stock.

The initial trade took place in 2021Q3. And since then Badgley Phelps Wealth Managers, LLC has made 9 purchases of VWO, at an average price of $46.95, for a total of 2.39 Mil shares. In addition, there have been 6 sales at an average price of $39.50 for 297,365.00 shares. Based on historical transaction data and VWO's current price of $51.24, Badgley Phelps Wealth Managers, LLC's estimated gain on his VWO holdings is $6.74 Mil, reflecting a 6.01% gain to date.

Badgley Phelps Wealth Managers, LLC VWO ($51.24) Holding Chart

Badgley Phelps Wealth Managers, LLC VWO ($51.24) 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 %

Top Ranked Articles

  • 1