Tobias Financial Advisors, Inc. VWO Holdings History
Tobias Financial Advisors, Inc.'s Vanguard FTSE Emerging Markets ETF Holding Summary
As of 2025-03-31, Tobias Financial Advisors, Inc. held 338,794.00 shares of Vanguard FTSE Emerging Markets ETF(VWO), totaling $15.33 Mil. This investment constitutes 2.98% of their stock portfolio, and Tobias Financial Advisors, 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 Tobias Financial Advisors, Inc. has made 16 purchases of VWO, at an average price of $44.22, for a total of 456,631.00 shares. In addition, there have been 5 sales at an average price of $47.36 for 117,837.00 shares. Based on historical transaction data and VWO's current price of $50.49, Tobias Financial Advisors, Inc.'s estimated gain on his VWO holdings is $2.50 Mil, reflecting a 12.36% gain to date.
Tobias Financial Advisors, Inc. VWO ($50.49) Holding Chart
Tobias Financial Advisors, 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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