Foguth Wealth Management, LLC. SPYV Holdings History
Foguth Wealth Management, LLC.'s SPDR Portfolio S&P 500 Value ETF Holding Summary
As of 2025-03-31, Foguth Wealth Management, LLC. held 476,546.00 shares of SPDR Portfolio S&P 500 Value ETF(SPYV), totaling $24.34 Mil. This investment constitutes 5.91% of their stock portfolio, and Foguth Wealth Management, LLC. now holds 0.09% of the outstanding SPDR Portfolio S&P 500 Value ETF(SPYV) stock.
The initial trade took place in 2024Q3. And since then Foguth Wealth Management, LLC. has made 3 purchases of SPYV, at an average price of $52.31, for a total of 476,546.00 shares. Based on historical transaction data and SPYV's current price of $52.87, Foguth Wealth Management, LLC.'s estimated gain on his SPYV holdings is $267,397.89, reflecting a 1.07% gain to date.
Foguth Wealth Management, LLC. SPYV ($52.87) Holding Chart
Foguth Wealth Management, LLC. SPYV ($52.87) 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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