Strategic Financial Planning, Inc. VWO Holdings History
Strategic Financial Planning, Inc.'s Vanguard FTSE Emerging Markets ETF Holding Summary
As of 2025-03-31, Strategic Financial Planning, Inc. held 300,929.00 shares of Vanguard FTSE Emerging Markets ETF(VWO), totaling $13.62 Mil. This investment constitutes 9.39% of their stock portfolio, and Strategic Financial Planning, Inc. now holds 0.02% of the outstanding Vanguard FTSE Emerging Markets ETF(VWO) stock.
The initial trade took place in 2019Q4. And since then Strategic Financial Planning, Inc. has made 15 purchases of VWO, at an average price of $42.12, for a total of 465,839.00 shares. In addition, there have been 6 sales at an average price of $39.98 for 164,910.00 shares. Based on historical transaction data and VWO's current price of $50.98, Strategic Financial Planning, Inc.'s estimated gain on his VWO holdings is $2.31 Mil, reflecting a 11.79% gain to date.
Strategic Financial Planning, Inc. VWO ($50.98) Holding Chart
Strategic Financial Planning, Inc. VWO ($50.98) 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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