Number of Shares
360,974.00
Current Holdings Value*
$16.34 Mil
% of Portfolio
3.67%
Total Estimate Gain
$2.40 Mil
% of Total Estimate Gain
15.47%

FSM Wealth Advisors, LLC's Vanguard FTSE Emerging Markets ETF Holding Summary

As of 2025-03-31, FSM Wealth Advisors, LLC held 360,974.00 shares of Vanguard FTSE Emerging Markets ETF(VWO), totaling $16.34 Mil. This investment constitutes 3.67% of their stock portfolio, and FSM Wealth Advisors, LLC now holds 0.02% of the outstanding Vanguard FTSE Emerging Markets ETF(VWO) stock.

The initial trade took place in 2022Q2. And since then FSM Wealth Advisors, LLC has made 11 purchases of VWO, at an average price of $43.00, for a total of 360,974.00 shares. Based on historical transaction data and VWO's current price of $49.65, FSM Wealth Advisors, LLC's estimated gain on his VWO holdings is $2.40 Mil, reflecting a 15.47% gain to date.

FSM Wealth Advisors, LLC VWO ($49.65) Holding Chart

FSM Wealth Advisors, LLC VWO ($49.65) 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 %

Top Ranked Articles

  • 1