Sterling Wealth Management, Inc. VWO Holdings History
Sterling Wealth Management, Inc.'s Vanguard FTSE Emerging Markets ETF Holding Summary
As of 2024-12-31, Sterling Wealth Management, Inc. held 199,162.00 shares of Vanguard FTSE Emerging Markets ETF(VWO), totaling $8.77 Mil. This investment constitutes 3.24% of their stock portfolio, and Sterling Wealth Management, Inc. now holds 0.01% of the outstanding Vanguard FTSE Emerging Markets ETF(VWO) stock.
The initial trade took place in 2023Q4. And since then Sterling Wealth Management, Inc. has made 2 purchases of VWO, at an average price of $39.76, for a total of 203,556.00 shares. In addition, there have been 2 sales at an average price of $42.25 for 4,394.00 shares. Based on historical transaction data and VWO's current price of $50.49, Sterling Wealth Management, Inc.'s estimated gain on his VWO holdings is $2.15 Mil, reflecting a 26.55% gain to date.
Sterling Wealth Management, Inc. VWO ($50.49) Holding Chart
Sterling Wealth Management, Inc. 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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