Journey Beyond Wealth, LLC VWO Holdings History
Number of Shares
91,394.00
Current Holdings Value*
$4.52 Mil
% of Portfolio
3.81%
Total Estimate Gain
$424,207.14
% of Total Estimate Gain
10.02%
Journey Beyond Wealth, LLC's Vanguard FTSE Emerging Markets ETF Holding Summary
As of 2025-06-30, Journey Beyond Wealth, LLC held 91,394.00 shares of Vanguard FTSE Emerging Markets ETF(VWO), totaling $4.52 Mil. This investment constitutes 3.81% of their stock portfolio, and Journey Beyond Wealth, LLC now holds 0.01% of the outstanding Vanguard FTSE Emerging Markets ETF(VWO) stock.
The initial trade took place in 2024Q4. And since then Journey Beyond Wealth, LLC has made 2 purchases of VWO, at an average price of $46.34, for a total of 91,394.00 shares. Based on historical transaction data and VWO's current price of $50.98, Journey Beyond Wealth, LLC's estimated gain on his VWO holdings is $424,207.14, reflecting a 10.02% gain to date.
Journey Beyond Wealth, LLC VWO ($50.98) Holding Chart
Journey Beyond Wealth, 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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