Paracle Advisors, LLC VWO Holdings History

Number of Shares
617,532.00
Current Holdings Value*
$32.14 Mil
% of Portfolio
6.77%
Total Estimate Gain
$3.70 Mil
% of Total Estimate Gain
13.30%

Paracle Advisors, LLC's Vanguard FTSE Emerging Markets ETF Holding Summary

As of 2021-03-31, Paracle Advisors, LLC held 617,532.00 shares of Vanguard FTSE Emerging Markets ETF(VWO), totaling $32.14 Mil. This investment constitutes 6.77% of their stock portfolio, and Paracle Advisors, LLC now holds 0.04% of the outstanding Vanguard FTSE Emerging Markets ETF(VWO) stock.

The initial trade took place in 2014Q3. And since then Paracle Advisors, LLC has made 11 purchases of VWO, at an average price of $44.39, for a total of 626,498.00 shares. In addition, there have been 1 sales at an average price of $36.92 for 8,966.00 shares. Based on historical transaction data and VWO's current price of $50.49, Paracle Advisors, LLC's estimated gain on his VWO holdings is $3.70 Mil, reflecting a 13.30% gain to date.

Paracle Advisors, LLC VWO ($50.49) Holding Chart

Paracle Advisors, LLC VWO ($50.49) 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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