ICA Group Wealth Management, LLC VLU Holdings History
ICA Group Wealth Management, LLC's SPDR S&P 1500 Value Tilt ETF Holding Summary
As of 2024-06-30, ICA Group Wealth Management, LLC held 26,539.00 shares of SPDR S&P 1500 Value Tilt ETF(VLU), totaling $4.57 Mil. This investment constitutes 2.74% of their stock portfolio, and ICA Group Wealth Management, LLC now holds -% of the outstanding SPDR S&P 1500 Value Tilt ETF(VLU) stock.
The initial trade took place in 2023Q4. And since then ICA Group Wealth Management, LLC has made 2 purchases of VLU, at an average price of $149.75, for a total of 76,369.00 shares. In addition, there have been 1 sales at an average price of $171.20 for 49,830.00 shares. Based on historical transaction data and VLU's current price of $195.25, ICA Group Wealth Management, LLC's estimated gain on his VLU holdings is $2.28 Mil, reflecting a 19.90% gain to date.
ICA Group Wealth Management, LLC VLU ($195.25) Holding Chart
ICA Group Wealth Management, LLC VLU ($195.25) 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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