Callan Capital, LLC VWO Holdings History

Number of Shares
702,638.00
Current Holdings Value*
$31.80 Mil
% of Portfolio
2.35%
Total Estimate Gain
$8.32 Mil
% of Total Estimate Gain
11.69%

Callan Capital, LLC's Vanguard FTSE Emerging Markets ETF Holding Summary

As of 2025-03-31, Callan Capital, LLC held 702,638.00 shares of Vanguard FTSE Emerging Markets ETF(VWO), totaling $31.80 Mil. This investment constitutes 2.35% of their stock portfolio, and Callan Capital, LLC now holds 0.04% of the outstanding Vanguard FTSE Emerging Markets ETF(VWO) stock.

The initial trade took place in 2014Q1. And since then Callan Capital, LLC has made 19 purchases of VWO, at an average price of $40.87, for a total of 1.74 Mil shares. In addition, there have been 10 sales at an average price of $42.19 for 1.04 Mil shares. Based on historical transaction data and VWO's current price of $50.76, Callan Capital, LLC's estimated gain on his VWO holdings is $8.32 Mil, reflecting a 11.69% gain to date.

Callan Capital, LLC VWO ($50.76) Holding Chart

Callan Capital, LLC VWO ($50.76) 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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