Dana Large Cap Equity Fund AAPL Holdings History
Number of Shares
19,400.00
Current Holdings Value*
$4.12 Mil
% of Portfolio
6.63%
Total Estimate Gain
$4.95 Mil
% of Total Estimate Gain
160.03%
Dana Large Cap Equity Fund's Apple Inc Holding Summary
As of 2025-04-30, VALUED ADVISERS TRUST held 19,400.00 shares of Apple Inc(AAPL), totaling $4.12 Mil. This investment constitutes 6.63% of their stock portfolio, and VALUED ADVISERS TRUST now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2020Q2. In addition, there have been 10 sales at an average price of $158.01 for 24,600.00 shares. Based on historical transaction data and AAPL's current price of $214.29, Dana Large Cap Equity Fund's estimated gain on his AAPL holdings is $4.95 Mil, reflecting a 160.03% gain to date.
Dana Large Cap Equity Fund AAPL ($214.29) Holding Chart
Dana Large Cap Equity Fund AAPL ($214.29) 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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