Compound Planning, Inc. VWO Holdings History
Compound Planning, Inc.'s Vanguard FTSE Emerging Markets ETF Holding Summary
As of 2025-03-31, Compound Planning, Inc. held 818,389.00 shares of Vanguard FTSE Emerging Markets ETF(VWO), totaling $37.04 Mil. This investment constitutes 1.69% of their stock portfolio, and Compound Planning, Inc. now holds 0.05% of the outstanding Vanguard FTSE Emerging Markets ETF(VWO) stock.
The initial trade took place in 2023Q1. And since then Compound Planning, Inc. has made 8 purchases of VWO, at an average price of $42.81, for a total of 818,389.00 shares. Based on historical transaction data and VWO's current price of $49.45, Compound Planning, Inc.'s estimated gain on his VWO holdings is $5.43 Mil, reflecting a 15.50% gain to date.
Compound Planning, Inc. VWO ($49.45) Holding Chart
Compound Planning, Inc. VWO ($49.45) 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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