JFG Wealth Management, LLC VWO Holdings History
JFG Wealth Management, LLC's Vanguard FTSE Emerging Markets ETF Holding Summary
As of 2025-03-31, JFG Wealth Management, LLC held 526,111.00 shares of Vanguard FTSE Emerging Markets ETF(VWO), totaling $23.81 Mil. This investment constitutes 5.41% of their stock portfolio, and JFG Wealth Management, LLC now holds 0.03% of the outstanding Vanguard FTSE Emerging Markets ETF(VWO) stock.
The initial trade took place in 2018Q4. And since then JFG Wealth Management, LLC has made 20 purchases of VWO, at an average price of $42.79, for a total of 641,140.00 shares. In addition, there have been 5 sales at an average price of $40.16 for 115,029.00 shares. Based on historical transaction data and VWO's current price of $49.59, JFG Wealth Management, LLC's estimated gain on his VWO holdings is $3.27 Mil, reflecting a 11.93% gain to date.
JFG Wealth Management, LLC VWO ($49.59) Holding Chart
JFG Wealth Management, LLC VWO ($49.59) 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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