Number of Shares
81,931.00
Current Holdings Value*
$3.31 Mil
% of Portfolio
5.29%
Total Estimate Gain
$-857,978.33
% of Total Estimate Gain
-9.77%

Stone Asset Management Inc.'s Vanguard FTSE Emerging Markets ETF Holding Summary

As of 2023-03-31, Stone Asset Management Inc. held 81,931.00 shares of Vanguard FTSE Emerging Markets ETF(VWO), totaling $3.31 Mil. This investment constitutes 5.29% of their stock portfolio, and Stone Asset Management Inc. now holds 0% of the outstanding Vanguard FTSE Emerging Markets ETF(VWO) stock.

The initial trade took place in 2021Q4. And since then Stone Asset Management Inc. has made 2 purchases of VWO, at an average price of $49.44, for a total of 177,547.00 shares. In addition, there have been 3 sales at an average price of $39.97 for 95,616.00 shares. Based on historical transaction data and VWO's current price of $50.02, Stone Asset Management Inc.'s estimated gain on his VWO holdings is $-857,978.33, reflecting a -9.77% gain to date.

Stone Asset Management Inc. VWO ($50.02) Holding Chart

Stone Asset Management Inc. 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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