Number of Shares
124,879.00
Current Holdings Value*
$6.18 Mil
% of Portfolio
2.81%
Total Estimate Gain
$351,622.28
% of Total Estimate Gain
4.58%

MOTIVE WEALTH ADVISORS's Vanguard FTSE Emerging Markets ETF Holding Summary

As of 2025-06-30, MOTIVE WEALTH ADVISORS held 124,879.00 shares of Vanguard FTSE Emerging Markets ETF(VWO), totaling $6.18 Mil. This investment constitutes 2.81% of their stock portfolio, and MOTIVE WEALTH ADVISORS now holds 0.01% of the outstanding Vanguard FTSE Emerging Markets ETF(VWO) stock.

The initial trade took place in 2021Q2. And since then MOTIVE WEALTH ADVISORS has made 10 purchases of VWO, at an average price of $46.52, for a total of 164,991.00 shares. In addition, there have been 5 sales at an average price of $40.65 for 40,112.00 shares. Based on historical transaction data and VWO's current price of $51.23, MOTIVE WEALTH ADVISORS's estimated gain on his VWO holdings is $351,622.28, reflecting a 4.58% gain to date.

MOTIVE WEALTH ADVISORS VWO ($51.23) Holding Chart

MOTIVE WEALTH ADVISORS VWO ($51.23) 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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