Number of Shares
225,902.00
Current Holdings Value*
$11.17 Mil
% of Portfolio
2.39%
Total Estimate Gain
$1.05 Mil
% of Total Estimate Gain
9.93%

MinichMacGregor Wealth Management, LLC's Vanguard FTSE Emerging Markets ETF Holding Summary

As of 2025-06-30, MinichMacGregor Wealth Management, LLC held 225,902.00 shares of Vanguard FTSE Emerging Markets ETF(VWO), totaling $11.17 Mil. This investment constitutes 2.39% of their stock portfolio, and MinichMacGregor Wealth Management, LLC now holds 0.01% of the outstanding Vanguard FTSE Emerging Markets ETF(VWO) stock.

The initial trade took place in 2018Q2. And since then MinichMacGregor Wealth Management, LLC has made 3 purchases of VWO, at an average price of $46.32, for a total of 227,146.00 shares. In addition, there have been 2 sales at an average price of $40.32 for 1,244.00 shares. Based on historical transaction data and VWO's current price of $50.98, MinichMacGregor Wealth Management, LLC's estimated gain on his VWO holdings is $1.05 Mil, reflecting a 9.93% gain to date.

MinichMacGregor Wealth Management, LLC VWO ($50.98) Holding Chart

MinichMacGregor Wealth Management, 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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