PDS Planning, Inc VWO Holdings History

Number of Shares
1.01 Mil
Current Holdings Value*
$45.72 Mil
% of Portfolio
3.85%
Total Estimate Gain
$5.02 Mil
% of Total Estimate Gain
9.22%

PDS Planning, Inc's Vanguard FTSE Emerging Markets ETF Holding Summary

As of 2025-03-31, PDS Planning, Inc held 1.01 Mil shares of Vanguard FTSE Emerging Markets ETF(VWO), totaling $45.72 Mil. This investment constitutes 3.85% of their stock portfolio, and PDS Planning, Inc now holds 0.05% of the outstanding Vanguard FTSE Emerging Markets ETF(VWO) stock.

The initial trade took place in 2018Q2. And since then PDS Planning, Inc has made 24 purchases of VWO, at an average price of $44.15, for a total of 1.23 Mil shares. In addition, there have been 4 sales at an average price of $41.89 for 222,895.00 shares. Based on historical transaction data and VWO's current price of $49.62, PDS Planning, Inc's estimated gain on his VWO holdings is $5.02 Mil, reflecting a 9.22% gain to date.

PDS Planning, Inc VWO ($49.62) Holding Chart

PDS Planning, Inc VWO ($49.62) 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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