Number of Shares
287,987.00
Current Holdings Value*
$13.03 Mil
% of Portfolio
5.64%
Total Estimate Gain
$3.25 Mil
% of Total Estimate Gain
24.33%

Crestmont Private Wealth LLC's Vanguard FTSE Emerging Markets ETF Holding Summary

As of 2025-03-31, Crestmont Private Wealth LLC held 287,987.00 shares of Vanguard FTSE Emerging Markets ETF(VWO), totaling $13.03 Mil. This investment constitutes 5.64% of their stock portfolio, and Crestmont Private Wealth LLC now holds 0.02% of the outstanding Vanguard FTSE Emerging Markets ETF(VWO) stock.

The initial trade took place in 2022Q3. And since then Crestmont Private Wealth LLC has made 7 purchases of VWO, at an average price of $40.36, for a total of 331,538.00 shares. In addition, there have been 4 sales at an average price of $43.18 for 43,551.00 shares. Based on historical transaction data and VWO's current price of $51.24, Crestmont Private Wealth LLC's estimated gain on his VWO holdings is $3.25 Mil, reflecting a 24.33% gain to date.

Crestmont Private Wealth LLC VWO ($51.24) Holding Chart

Crestmont Private Wealth LLC VWO ($51.24) 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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