Number of Shares
153,015.00
Current Holdings Value*
$6.93 Mil
% of Portfolio
4.63%
Total Estimate Gain
$757,886.10
% of Total Estimate Gain
10.70%

Wealth Management Strategies, Inc.'s Vanguard FTSE Emerging Markets ETF Holding Summary

As of 2025-03-31, Wealth Management Strategies, Inc. held 153,015.00 shares of Vanguard FTSE Emerging Markets ETF(VWO), totaling $6.93 Mil. This investment constitutes 4.63% of their stock portfolio, and Wealth Management Strategies, Inc. now holds 0.01% of the outstanding Vanguard FTSE Emerging Markets ETF(VWO) stock.

The initial trade took place in 2024Q4. And since then Wealth Management Strategies, Inc. has made 1 purchases of VWO, at an average price of $46.28, for a total of 153,015.00 shares. Based on historical transaction data and VWO's current price of $51.23, Wealth Management Strategies, Inc.'s estimated gain on his VWO holdings is $757,886.10, reflecting a 10.70% gain to date.

Wealth Management Strategies, Inc. VWO ($51.23) Holding Chart

Wealth Management Strategies, Inc. VWO ($51.23) 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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