Number of Shares
166,548.00
Current Holdings Value*
$7.54 Mil
% of Portfolio
1.07%
Total Estimate Gain
$1.85 Mil
% of Total Estimate Gain
25.73%

MOSAIC FAMILY WEALTH PARTNERS, LLC's Vanguard FTSE Emerging Markets ETF Holding Summary

As of 2025-03-31, MOSAIC FAMILY WEALTH PARTNERS, LLC held 166,548.00 shares of Vanguard FTSE Emerging Markets ETF(VWO), totaling $7.54 Mil. This investment constitutes 1.07% of their stock portfolio, and MOSAIC FAMILY WEALTH PARTNERS, LLC now holds 0.01% of the outstanding Vanguard FTSE Emerging Markets ETF(VWO) stock.

The initial trade took place in 2022Q4. And since then MOSAIC FAMILY WEALTH PARTNERS, LLC has made 7 purchases of VWO, at an average price of $39.74, for a total of 180,580.00 shares. In addition, there have been 2 sales at an average price of $40.59 for 14,032.00 shares. Based on historical transaction data and VWO's current price of $50.76, MOSAIC FAMILY WEALTH PARTNERS, LLC's estimated gain on his VWO holdings is $1.85 Mil, reflecting a 25.73% gain to date.

MOSAIC FAMILY WEALTH PARTNERS, LLC VWO ($50.76) Holding Chart

MOSAIC FAMILY WEALTH PARTNERS, LLC VWO ($50.76) 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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