CFO4Life, L.P. VLUE Holdings History

Number of Shares
140,291.00
Current Holdings Value*
$12.79 Mil
% of Portfolio
2.72%
Total Estimate Gain
$3.36 Mil
% of Total Estimate Gain
26.30%

CFO4Life, L.P.'s iShares MSCI USA Value Factor ETF Holding Summary

As of 2022-12-31, CFO4Life, L.P. held 140,291.00 shares of iShares MSCI USA Value Factor ETF(VLUE), totaling $12.79 Mil. This investment constitutes 2.72% of their stock portfolio, and CFO4Life, L.P. now holds 0.17% of the outstanding iShares MSCI USA Value Factor ETF(VLUE) stock.

The initial trade took place in 2022Q4. And since then CFO4Life, L.P. has made 1 purchases of VLUE, at an average price of $91.03, for a total of 140,291.00 shares. Based on historical transaction data and VLUE's current price of $114.97, CFO4Life, L.P.'s estimated gain on his VLUE holdings is $3.36 Mil, reflecting a 26.30% gain to date.

CFO4Life, L.P. VLUE ($114.97) Holding Chart

CFO4Life, L.P. VLUE ($114.97) 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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