Number of Shares
7,146.00
Current Holdings Value*
$260,180.00
% of Portfolio
0.19%
Total Estimate Gain
$450,628.01
% of Total Estimate Gain
7.15%

Vermillion & White Wealth Management Group, LLC's SPDR Portfolio Developed World ex-US ETF Holding Summary

As of 2025-03-31, Vermillion & White Wealth Management Group, LLC held 7,146.00 shares of SPDR Portfolio Developed World ex-US ETF(SPDW), totaling $260,180.00. This investment constitutes 0.19% of their stock portfolio, and Vermillion & White Wealth Management Group, LLC now holds 0% of the outstanding SPDR Portfolio Developed World ex-US ETF(SPDW) stock.

The initial trade took place in 2023Q4. And since then Vermillion & White Wealth Management Group, LLC has made 2 purchases of SPDW, at an average price of $33.57, for a total of 187,769.00 shares. In addition, there have been 3 sales at an average price of $35.79 for 180,623.00 shares. Based on historical transaction data and SPDW's current price of $40.32, Vermillion & White Wealth Management Group, LLC's estimated gain on his SPDW holdings is $450,628.01, reflecting a 7.15% gain to date.

Vermillion & White Wealth Management Group, LLC SPDW ($40.32) Holding Chart

Vermillion & White Wealth Management Group, LLC SPDW ($40.32) 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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