Number of Shares
449,320.00
Current Holdings Value*
$20.34 Mil
% of Portfolio
6.34%
Total Estimate Gain
$3.28 Mil
% of Total Estimate Gain
16.47%

Colony Family Offices, LLC's Vanguard FTSE Emerging Markets ETF Holding Summary

As of 2025-03-31, Colony Family Offices, LLC held 449,320.00 shares of Vanguard FTSE Emerging Markets ETF(VWO), totaling $20.34 Mil. This investment constitutes 6.34% of their stock portfolio, and Colony Family Offices, LLC now holds 0.02% of the outstanding Vanguard FTSE Emerging Markets ETF(VWO) stock.

The initial trade took place in 2020Q4. And since then Colony Family Offices, LLC has made 9 purchases of VWO, at an average price of $41.78, for a total of 477,097.00 shares. In addition, there have been 8 sales at an average price of $41.31 for 27,777.00 shares. Based on historical transaction data and VWO's current price of $49.11, Colony Family Offices, LLC's estimated gain on his VWO holdings is $3.28 Mil, reflecting a 16.47% gain to date.

Colony Family Offices, LLC VWO ($49.11) Holding Chart

Colony Family Offices, LLC VWO ($49.11) 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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