Number of Shares
241,365.00
Current Holdings Value*
$10.92 Mil
% of Portfolio
9.86%
Total Estimate Gain
$1.96 Mil
% of Total Estimate Gain
12.77%

Mittelman Wealth Management's Vanguard FTSE Emerging Markets ETF Holding Summary

As of 2025-03-31, Mittelman Wealth Management held 241,365.00 shares of Vanguard FTSE Emerging Markets ETF(VWO), totaling $10.92 Mil. This investment constitutes 9.86% of their stock portfolio, and Mittelman Wealth Management now holds 0.01% of the outstanding Vanguard FTSE Emerging Markets ETF(VWO) stock.

The initial trade took place in 2024Q1. And since then Mittelman Wealth Management has made 2 purchases of VWO, at an average price of $43.34, for a total of 354,833.00 shares. In addition, there have been 2 sales at an average price of $46.45 for 113,468.00 shares. Based on historical transaction data and VWO's current price of $50.02, Mittelman Wealth Management's estimated gain on his VWO holdings is $1.96 Mil, reflecting a 12.77% gain to date.

Mittelman Wealth Management VWO ($50.02) Holding Chart

Mittelman Wealth Management VWO ($50.02) 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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