Balanced Rock Investment Advisors LLC VWOB Holdings History
Balanced Rock Investment Advisors LLC's Vanguard Emerging Markets Government Bond ETF Holding Summary
As of 2025-03-31, Balanced Rock Investment Advisors LLC held 66,613.00 shares of Vanguard Emerging Markets Government Bond ETF(VWOB), totaling $4.28 Mil. This investment constitutes 3.41% of their stock portfolio, and Balanced Rock Investment Advisors LLC now holds 0.08% of the outstanding Vanguard Emerging Markets Government Bond ETF(VWOB) stock.
The initial trade took place in 2023Q4. And since then Balanced Rock Investment Advisors LLC has made 4 purchases of VWOB, at an average price of $61.26, for a total of 67,323.00 shares. In addition, there have been 1 sales at an average price of $64.11 for 710.00 shares. Based on historical transaction data and VWOB's current price of $65.07, Balanced Rock Investment Advisors LLC's estimated gain on his VWOB holdings is $255,794.27, reflecting a 6.20% gain to date.
Balanced Rock Investment Advisors LLC VWOB ($65.07) Holding Chart
Balanced Rock Investment Advisors LLC VWOB ($65.07) 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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