Monument Group Wealth Advisors, LLC VWO Holdings History
Monument Group Wealth Advisors, LLC's Vanguard FTSE Emerging Markets ETF Holding Summary
As of 2025-03-31, Monument Group Wealth Advisors, LLC held 44,188.00 shares of Vanguard FTSE Emerging Markets ETF(VWO), totaling $2.00 Mil. This investment constitutes 1.39% of their stock portfolio, and Monument Group Wealth Advisors, LLC now holds 0% of the outstanding Vanguard FTSE Emerging Markets ETF(VWO) stock.
The initial trade took place in 2023Q4. And since then Monument Group Wealth Advisors, LLC has made 2 purchases of VWO, at an average price of $39.72, for a total of 50,069.00 shares. In addition, there have been 3 sales at an average price of $45.98 for 5,881.00 shares. Based on historical transaction data and VWO's current price of $50.77, Monument Group Wealth Advisors, LLC's estimated gain on his VWO holdings is $524,965.69, reflecting a 26.40% gain to date.
Monument Group Wealth Advisors, LLC VWO ($50.77) Holding Chart
Monument Group Wealth Advisors, LLC VWO ($50.77) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
