Number of Shares
181,213.00
Current Holdings Value*
$8.96 Mil
% of Portfolio
2.92%
Total Estimate Gain
$1.38 Mil
% of Total Estimate Gain
13.00%

CYPRESS FINANCIAL PLANNING LLC's Vanguard FTSE Emerging Markets ETF Holding Summary

As of 2025-06-30, CYPRESS FINANCIAL PLANNING LLC held 181,213.00 shares of Vanguard FTSE Emerging Markets ETF(VWO), totaling $8.96 Mil. This investment constitutes 2.92% of their stock portfolio, and CYPRESS FINANCIAL PLANNING LLC now holds 0.01% of the outstanding Vanguard FTSE Emerging Markets ETF(VWO) stock.

The initial trade took place in 2022Q2. And since then CYPRESS FINANCIAL PLANNING LLC has made 10 purchases of VWO, at an average price of $42.19, for a total of 251,127.00 shares. In addition, there have been 2 sales at an average price of $39.72 for 69,914.00 shares. Based on historical transaction data and VWO's current price of $50.75, CYPRESS FINANCIAL PLANNING LLC's estimated gain on his VWO holdings is $1.38 Mil, reflecting a 13.00% gain to date.

CYPRESS FINANCIAL PLANNING LLC VWO ($50.75) Holding Chart

CYPRESS FINANCIAL PLANNING LLC VWO ($50.75) 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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