Number of Shares
184,894.00
Current Holdings Value*
$8.14 Mil
% of Portfolio
3.96%
Total Estimate Gain
$1.83 Mil
% of Total Estimate Gain
23.01%

HART & PATTERSON FINANCIAL GROUP LLC's Vanguard FTSE Emerging Markets ETF Holding Summary

As of 2024-12-31, HART & PATTERSON FINANCIAL GROUP LLC held 184,894.00 shares of Vanguard FTSE Emerging Markets ETF(VWO), totaling $8.14 Mil. This investment constitutes 3.96% of their stock portfolio, and HART & PATTERSON FINANCIAL GROUP LLC now holds 0.01% of the outstanding Vanguard FTSE Emerging Markets ETF(VWO) stock.

The initial trade took place in 2023Q4. And since then HART & PATTERSON FINANCIAL GROUP LLC has made 1 purchases of VWO, at an average price of $39.89, for a total of 199,778.00 shares. In addition, there have been 3 sales at an average price of $44.52 for 14,884.00 shares. Based on historical transaction data and VWO's current price of $49.44, HART & PATTERSON FINANCIAL GROUP LLC's estimated gain on his VWO holdings is $1.83 Mil, reflecting a 23.01% gain to date.

HART & PATTERSON FINANCIAL GROUP LLC VWO ($49.44) Holding Chart

HART & PATTERSON FINANCIAL GROUP LLC VWO ($49.44) 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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