Live Your Vision, LLC SCHG Holdings History
Number of Shares
232,974.00
Current Holdings Value*
$9.63 Mil
% of Portfolio
3.2%
Total Estimate Gain
$421,986.82
% of Total Estimate Gain
6.49%
Live Your Vision, LLC's Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2019-03-31, Live Your Vision, LLC held 232,974.00 shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $9.63 Mil. This investment constitutes 3.2% of their stock portfolio, and Live Your Vision, LLC now holds 0.05% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2015Q4. And since then Live Your Vision, LLC has made 6 purchases of SCHG, at an average price of $27.93, for a total of 232,974.00 shares. Based on historical transaction data and SCHG's current price of $29.74, Live Your Vision, LLC's estimated gain on his SCHG holdings is $421,986.82, reflecting a 6.49% gain to date.
Live Your Vision, LLC SCHG ($29.74) Holding Chart
Live Your Vision, LLC SCHG ($29.74) 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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