Avidian Wealth Enterprises, LLC VLUE Holdings History
Avidian Wealth Enterprises, LLC's iShares MSCI USA Value Factor ETF Holding Summary
As of 2025-03-31, Avidian Wealth Enterprises, LLC held 184,076.00 shares of iShares MSCI USA Value Factor ETF(VLUE), totaling $19.63 Mil. This investment constitutes 0.87% of their stock portfolio, and Avidian Wealth Enterprises, LLC now holds 0.3% of the outstanding iShares MSCI USA Value Factor ETF(VLUE) stock.
The initial trade took place in 2020Q2. And since then Avidian Wealth Enterprises, LLC has made 4 purchases of VLUE, at an average price of $105.00, for a total of 215,808.00 shares. In addition, there have been 10 sales at an average price of $94.20 for 31,732.00 shares. Based on historical transaction data and VLUE's current price of $113.97, Avidian Wealth Enterprises, LLC's estimated gain on his VLUE holdings is $1.31 Mil, reflecting a 5.77% gain to date.
Avidian Wealth Enterprises, LLC VLUE ($113.97) Holding Chart
Avidian Wealth Enterprises, LLC VLUE ($113.97) 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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