Helen Stephens Group, LLC VWO Holdings History
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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