Number of Shares
7,586.00
Current Holdings Value*
$331,960.00
% of Portfolio
0.07%
Total Estimate Gain
$-1.77 Mil
% of Total Estimate Gain
-6.02%

JANICZEK WEALTH MANAGEMENT, LLC's Vanguard FTSE Emerging Markets ETF Holding Summary

As of 2024-06-30, JANICZEK WEALTH MANAGEMENT, LLC held 7,586.00 shares of Vanguard FTSE Emerging Markets ETF(VWO), totaling $331,960.00. This investment constitutes 0.07% of their stock portfolio, and JANICZEK WEALTH MANAGEMENT, LLC now holds -% of the outstanding Vanguard FTSE Emerging Markets ETF(VWO) stock.

The initial trade took place in 2018Q2. And since then JANICZEK WEALTH MANAGEMENT, LLC has made 9 purchases of VWO, at an average price of $43.32, for a total of 677,998.00 shares. In addition, there have been 14 sales at an average price of $40.59 for 670,412.00 shares. Based on historical transaction data and VWO's current price of $50.98, JANICZEK WEALTH MANAGEMENT, LLC's estimated gain on his VWO holdings is $-1.77 Mil, reflecting a -6.02% gain to date.

JANICZEK WEALTH MANAGEMENT, LLC VWO ($50.98) Holding Chart

JANICZEK WEALTH MANAGEMENT, LLC VWO ($50.98) 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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