Number of Shares
2,900.00
Current Holdings Value*
$1.59 Mil
% of Portfolio
2.56%
Total Estimate Gain
$2.07 Mil
% of Total Estimate Gain
54.25%

Dana Large Cap Equity Fund's Meta Platforms Inc Holding Summary

As of 2025-04-30, VALUED ADVISERS TRUST held 2,900.00 shares of Meta Platforms Inc(META), totaling $1.59 Mil. This investment constitutes 2.56% of their stock portfolio, and VALUED ADVISERS TRUST now holds 0% of the outstanding Meta Platforms Inc(META) stock.

The initial trade took place in 2020Q2. And since then Dana Large Cap Equity Fund has made 4 purchases of META, at an average price of $225.30, for a total of 16,900.00 shares. In addition, there have been 9 sales at an average price of $271.69 for 14,000.00 shares. Based on historical transaction data and META's current price of $713.58, Dana Large Cap Equity Fund's estimated gain on his META holdings is $2.07 Mil, reflecting a 54.25% gain to date.

Dana Large Cap Equity Fund META ($713.58) Holding Chart

Dana Large Cap Equity Fund META ($713.58) 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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