Number of Shares
1.05 Mil
Current Holdings Value*
$42.99 Mil
% of Portfolio
3.15%
Total Estimate Gain
$3.88 Mil
% of Total Estimate Gain
4.11%

Baystate Wealth Management LLC's Vanguard FTSE Emerging Markets ETF Holding Summary

As of 2023-12-31, Baystate Wealth Management LLC held 1.05 Mil shares of Vanguard FTSE Emerging Markets ETF(VWO), totaling $42.99 Mil. This investment constitutes 3.15% of their stock portfolio, and Baystate Wealth Management LLC now holds 0.06% of the outstanding Vanguard FTSE Emerging Markets ETF(VWO) stock.

The initial trade took place in 2013Q4. And since then Baystate Wealth Management LLC has made 24 purchases of VWO, at an average price of $42.44, for a total of 2.23 Mil shares. In addition, there have been 9 sales at an average price of $39.51 for 1.18 Mil shares. Based on historical transaction data and VWO's current price of $49.46, Baystate Wealth Management LLC's estimated gain on his VWO holdings is $3.88 Mil, reflecting a 4.11% gain to date.

Baystate Wealth Management LLC VWO ($49.46) Holding Chart

Baystate Wealth Management LLC VWO ($49.46) 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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