Number of Shares
42,876.00
Current Holdings Value*
$1.94 Mil
% of Portfolio
0.13%
Total Estimate Gain
$435,876.99
% of Total Estimate Gain
2.61%

Berger Financial Group, Inc's Vanguard FTSE Emerging Markets ETF Holding Summary

As of 2025-03-31, Berger Financial Group, Inc held 42,876.00 shares of Vanguard FTSE Emerging Markets ETF(VWO), totaling $1.94 Mil. This investment constitutes 0.13% of their stock portfolio, and Berger Financial Group, Inc now holds 0% of the outstanding Vanguard FTSE Emerging Markets ETF(VWO) stock.

The initial trade took place in 2020Q4. And since then Berger Financial Group, Inc has made 15 purchases of VWO, at an average price of $44.43, for a total of 375,610.00 shares. In addition, there have been 2 sales at an average price of $44.96 for 332,734.00 shares. Based on historical transaction data and VWO's current price of $50.49, Berger Financial Group, Inc's estimated gain on his VWO holdings is $435,876.99, reflecting a 2.61% gain to date.

Berger Financial Group, Inc VWO ($50.49) Holding Chart

Berger Financial Group, Inc 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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