Cadence Wealth Management LLC VWO Holdings History
Cadence Wealth Management LLC's Vanguard FTSE Emerging Markets ETF Holding Summary
As of 2025-03-31, Cadence Wealth Management LLC held 53,615.00 shares of Vanguard FTSE Emerging Markets ETF(VWO), totaling $2.43 Mil. This investment constitutes 1.79% of their stock portfolio, and Cadence Wealth Management LLC now holds 0% of the outstanding Vanguard FTSE Emerging Markets ETF(VWO) stock.
The initial trade took place in 2023Q4. And since then Cadence Wealth Management LLC has made 6 purchases of VWO, at an average price of $43.84, for a total of 53,615.00 shares. Based on historical transaction data and VWO's current price of $50.49, Cadence Wealth Management LLC's estimated gain on his VWO holdings is $356,764.92, reflecting a 15.18% gain to date.
Cadence Wealth Management LLC VWO ($50.49) Holding Chart
Cadence Wealth Management LLC 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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