CFO4Life Group, LLC VLUE Holdings History
CFO4Life Group, LLC's iShares MSCI USA Value Factor ETF Holding Summary
As of 2025-03-31, CFO4Life Group, LLC held 75,691.00 shares of iShares MSCI USA Value Factor ETF(VLUE), totaling $8.07 Mil. This investment constitutes 1.36% of their stock portfolio, and CFO4Life Group, LLC now holds 0.13% of the outstanding iShares MSCI USA Value Factor ETF(VLUE) stock.
The initial trade took place in 2018Q4. And since then CFO4Life Group, LLC has made 17 purchases of VLUE, at an average price of $91.89, for a total of 503,704.00 shares. In addition, there have been 7 sales at an average price of $95.81 for 428,013.00 shares. Based on historical transaction data and VLUE's current price of $113.97, CFO4Life Group, LLC's estimated gain on his VLUE holdings is $3.35 Mil, reflecting a 7.24% gain to date.
CFO4Life Group, LLC VLUE ($113.97) Holding Chart
CFO4Life Group, 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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