A detailed history of Cassady Schiller Wealth Management, LLC transactions in Vanguard Ftse Emerging Mkts Et stock. As of the latest transaction made, Cassady Schiller Wealth Management, LLC holds 10,334 shares of VWO stock, worth $481,357. This represents 0.19% of its overall portfolio holdings.

Number of Shares
10,334
Previous 10,334 -0.0%
Holding current value
$481,357
Previous $431,000 4.87%
% of portfolio
0.19%
Previous 0.19%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024

SELL
$39.04 - $42.23 $206,912 - $223,818
-5,300 Reduced 33.9%
10,334 $431,000
Q4 2023

Feb 09, 2024

BUY
$37.74 - $41.31 $130,580 - $142,932
3,460 Added 28.42%
15,634 $642,000
Q3 2023

Nov 09, 2023

SELL
$39.04 - $43.07 $206,912 - $228,271
-5,300 Reduced 30.33%
12,174 $477,000
Q1 2023

May 12, 2023

BUY
$38.45 - $43.18 $3,845 - $4,318
100 Added 0.58%
17,474 $705,000
Q4 2022

May 16, 2023

SELL
$35.32 - $40.67 $3,532 - $4,067
-100 Reduced 0.57%
17,374 $677,000
Q4 2022

Feb 13, 2023

SELL
$35.32 - $40.67 $90,807 - $104,562
-2,571 Reduced 12.89%
17,374 $677,000
Q3 2022

Nov 09, 2022

BUY
$36.49 - $42.54 $43,824 - $51,090
1,201 Added 6.41%
19,945 $728,000
Q2 2022

Aug 11, 2022

SELL
$40.48 - $47.83 $65,982 - $77,962
-1,630 Reduced 8.0%
18,744 $781,000
Q1 2022

May 12, 2022

BUY
$42.79 - $51.23 $427 - $512
10 Added 0.05%
20,374 $940,000
Q4 2021

Feb 09, 2022

BUY
$47.81 - $52.33 $973,602 - $1.07 Million
20,364 New
20,364 $1.01 Million

Others Institutions Holding VWO

About VANGUARD FTSE EMERGING MKTS ET


  • Ticker VWO
  • Sector ETFs
  • Industry ETFs
More about VWO
Track This Portfolio

Track Cassady Schiller Wealth Management, LLC Portfolio

Follow Cassady Schiller Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cassady Schiller Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cassady Schiller Wealth Management, LLC with notifications on news.