Joule Financial, LLC VWO Holdings History

Number of Shares
148,145.00
Current Holdings Value*
$7.33 Mil
% of Portfolio
2.38%
Total Estimate Gain
$1.21 Mil
% of Total Estimate Gain
16.53%

Joule Financial, LLC's Vanguard FTSE Emerging Markets ETF Holding Summary

As of 2025-06-30, Joule Financial, LLC held 148,145.00 shares of Vanguard FTSE Emerging Markets ETF(VWO), totaling $7.33 Mil. This investment constitutes 2.38% of their stock portfolio, and Joule Financial, LLC now holds 0.01% of the outstanding Vanguard FTSE Emerging Markets ETF(VWO) stock.

The initial trade took place in 2022Q2. And since then Joule Financial, LLC has made 9 purchases of VWO, at an average price of $42.73, for a total of 171,109.00 shares. In addition, there have been 3 sales at an average price of $40.46 for 22,964.00 shares. Based on historical transaction data and VWO's current price of $51.24, Joule Financial, LLC's estimated gain on his VWO holdings is $1.21 Mil, reflecting a 16.53% gain to date.

Joule Financial, LLC VWO ($51.24) Holding Chart

Joule Financial, LLC VWO ($51.24) 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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