Number of Shares
337,773.00
Current Holdings Value*
$16.71 Mil
% of Portfolio
4.14%
Total Estimate Gain
$1.71 Mil
% of Total Estimate Gain
10.43%

Helen Stephens Group, LLC's Vanguard FTSE Emerging Markets ETF Holding Summary

As of 2025-06-30, Helen Stephens Group, LLC held 337,773.00 shares of Vanguard FTSE Emerging Markets ETF(VWO), totaling $16.71 Mil. This investment constitutes 4.14% of their stock portfolio, and Helen Stephens Group, LLC now holds 0.02% of the outstanding Vanguard FTSE Emerging Markets ETF(VWO) stock.

The initial trade took place in 2021Q4. And since then Helen Stephens Group, LLC has made 12 purchases of VWO, at an average price of $45.17, for a total of 362,045.00 shares. In addition, there have been 2 sales at an average price of $41.36 for 24,272.00 shares. Based on historical transaction data and VWO's current price of $50.49, Helen Stephens Group, LLC's estimated gain on his VWO holdings is $1.71 Mil, reflecting a 10.43% gain to date.

Helen Stephens Group, LLC VWO ($50.49) Holding Chart

Helen Stephens Group, LLC VWO ($50.49) 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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