Number of Shares
187,363.00
Current Holdings Value*
$8.48 Mil
% of Portfolio
2.95%
Total Estimate Gain
$912,961.84
% of Total Estimate Gain
7.55%

Three Bridge Wealth Advisors, LLC's Vanguard FTSE Emerging Markets ETF Holding Summary

As of 2025-03-31, Three Bridge Wealth Advisors, LLC held 187,363.00 shares of Vanguard FTSE Emerging Markets ETF(VWO), totaling $8.48 Mil. This investment constitutes 2.95% of their stock portfolio, and Three Bridge Wealth Advisors, LLC now holds 0.01% of the outstanding Vanguard FTSE Emerging Markets ETF(VWO) stock.

The initial trade took place in 2022Q1. And since then Three Bridge Wealth Advisors, LLC has made 8 purchases of VWO, at an average price of $44.46, for a total of 272,074.00 shares. In addition, there have been 3 sales at an average price of $41.91 for 84,711.00 shares. Based on historical transaction data and VWO's current price of $50.49, Three Bridge Wealth Advisors, LLC's estimated gain on his VWO holdings is $912,961.84, reflecting a 7.55% gain to date.

Three Bridge Wealth Advisors, LLC VWO ($50.49) Holding Chart

Three Bridge Wealth 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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