Independence Asset Advisors, LLC VFMV Holdings History
Independence Asset Advisors, LLC's Vanguard U.S. Minimum Volatility ETF Holding Summary
As of 2025-03-31, Independence Asset Advisors, LLC held 20,815.00 shares of Vanguard U.S. Minimum Volatility ETF(VFMV), totaling $2.64 Mil. This investment constitutes 8.55% of their stock portfolio, and Independence Asset Advisors, LLC now holds 1.28% of the outstanding Vanguard U.S. Minimum Volatility ETF(VFMV) stock.
The initial trade took place in 2024Q4. And since then Independence Asset Advisors, LLC has made 2 purchases of VFMV, at an average price of $124.55, for a total of 20,815.00 shares. Based on historical transaction data and VFMV's current price of $127.50, Independence Asset Advisors, LLC's estimated gain on his VFMV holdings is $61,360.80, reflecting a 2.37% gain to date.
Independence Asset Advisors, LLC VFMV ($127.50) Holding Chart
Independence Asset Advisors, LLC VFMV ($127.50) 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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