Number of Shares
526,111.00
Current Holdings Value*
$23.81 Mil
% of Portfolio
5.41%
Total Estimate Gain
$3.27 Mil
% of Total Estimate Gain
11.93%

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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