Trellis Advisors, LLC VWO Holdings History

Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$-528,818.67
% of Total Estimate Gain
-9.06%

Trellis Advisors, LLC's Vanguard FTSE Emerging Markets ETF Holding Summary

As of 2023-12-31, Trellis Advisors, LLC held - shares of Vanguard FTSE Emerging Markets ETF(VWO), totaling N/A. This investment constitutes 0% of their stock portfolio, and Trellis Advisors, LLC now holds 0% of the outstanding Vanguard FTSE Emerging Markets ETF(VWO) stock.

The initial trade took place in 2018Q2. And since then Trellis Advisors, LLC has made 20 purchases of VWO, at an average price of $43.61, for a total of 133,805.00 shares. In addition, there have been 3 sales at an average price of $39.66 for 133,805.00 shares. Based on historical transaction data and VWO's current price of $50.02, Trellis Advisors, LLC's estimated gain on his VWO holdings is $-528,818.67, reflecting a -9.06% gain to date.

Trellis Advisors, LLC VWO ($50.02) Holding Chart

Trellis Advisors, LLC 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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