Foguth Wealth Management, LLC. DIVB Holdings History
Number of Shares
644,020.00
Current Holdings Value*
$31.25 Mil
% of Portfolio
7.58%
Total Estimate Gain
$2.56 Mil
% of Total Estimate Gain
8.51%
Foguth Wealth Management, LLC.'s iShares Core Dividend ETF Holding Summary
As of 2025-03-31, Foguth Wealth Management, LLC. held 644,020.00 shares of iShares Core Dividend ETF(DIVB), totaling $31.25 Mil. This investment constitutes 7.58% of their stock portfolio, and Foguth Wealth Management, LLC. now holds 4.04% of the outstanding iShares Core Dividend ETF(DIVB) stock.
The initial trade took place in 2024Q1. And since then Foguth Wealth Management, LLC. has made 4 purchases of DIVB, at an average price of $46.76, for a total of 644,020.00 shares. Based on historical transaction data and DIVB's current price of $50.74, Foguth Wealth Management, LLC.'s estimated gain on his DIVB holdings is $2.56 Mil, reflecting a 8.51% gain to date.
Foguth Wealth Management, LLC. DIVB ($50.74) Holding Chart
Foguth Wealth Management, LLC. DIVB ($50.74) 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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