Number of Shares
6,543.00
Current Holdings Value*
$288,150.00
% of Portfolio
0.02%
Total Estimate Gain
$1.60 Mil
% of Total Estimate Gain
8.17%

Executive Wealth Management, LLC's Vanguard FTSE Emerging Markets ETF Holding Summary

As of 2024-12-31, Executive Wealth Management, LLC held 6,543.00 shares of Vanguard FTSE Emerging Markets ETF(VWO), totaling $288,150.00. This investment constitutes 0.02% of their stock portfolio, and Executive Wealth Management, LLC now holds 0% of the outstanding Vanguard FTSE Emerging Markets ETF(VWO) stock.

The initial trade took place in 2018Q4. And since then Executive Wealth Management, LLC has made 11 purchases of VWO, at an average price of $42.71, for a total of 458,489.00 shares. In addition, there have been 10 sales at an average price of $46.13 for 451,946.00 shares. Based on historical transaction data and VWO's current price of $51.23, Executive Wealth Management, LLC's estimated gain on his VWO holdings is $1.60 Mil, reflecting a 8.17% gain to date.

Executive Wealth Management, LLC VWO ($51.23) Holding Chart

Executive Wealth Management, LLC 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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