Institute For Wealth Management, LLC. VWO Holdings History
Institute for Wealth Management, LLC.'s Vanguard FTSE Emerging Markets ETF Holding Summary
As of 2025-06-30, Institute for Wealth Management, LLC. held 58,905.00 shares of Vanguard FTSE Emerging Markets ETF(VWO), totaling $2.91 Mil. This investment constitutes 0.32% of their stock portfolio, and Institute for Wealth Management, LLC. now holds 0% of the outstanding Vanguard FTSE Emerging Markets ETF(VWO) stock.
The initial trade took place in 2017Q3. And since then Institute for Wealth Management, LLC. has made 10 purchases of VWO, at an average price of $42.96, for a total of 154,950.00 shares. In addition, there have been 20 sales at an average price of $42.58 for 96,045.00 shares. Based on historical transaction data and VWO's current price of $51.23, Institute for Wealth Management, LLC.'s estimated gain on his VWO holdings is $450,989.03, reflecting a 6.78% gain to date.
Institute for Wealth Management, LLC. VWO ($51.23) Holding Chart
Institute for 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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