Number of Shares
561,274.00
Current Holdings Value*
$25.40 Mil
% of Portfolio
3.26%
Total Estimate Gain
$5.59 Mil
% of Total Estimate Gain
22.68%

Center for Financial Planning, Inc.'s Vanguard FTSE Emerging Markets ETF Holding Summary

As of 2025-03-31, Center for Financial Planning, Inc. held 561,274.00 shares of Vanguard FTSE Emerging Markets ETF(VWO), totaling $25.40 Mil. This investment constitutes 3.26% of their stock portfolio, and Center for Financial Planning, Inc. now holds 0.03% of the outstanding Vanguard FTSE Emerging Markets ETF(VWO) stock.

The initial trade took place in 2019Q4. And since then Center for Financial Planning, Inc. has made 18 purchases of VWO, at an average price of $41.48, for a total of 594,426.00 shares. In addition, there have been 3 sales at an average price of $45.18 for 33,152.00 shares. Based on historical transaction data and VWO's current price of $51.23, Center for Financial Planning, Inc.'s estimated gain on his VWO holdings is $5.59 Mil, reflecting a 22.68% gain to date.

Center for Financial Planning, Inc. VWO ($51.23) Holding Chart

Center for Financial Planning, Inc. VWO ($51.23) 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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