Martin Worley Group VFMV Holdings History
Number of Shares
65,624.00
Current Holdings Value*
$8.32 Mil
% of Portfolio
4.75%
Total Estimate Gain
$334,773.53
% of Total Estimate Gain
4.13%
Martin Worley Group's Vanguard U.S. Minimum Volatility ETF Holding Summary
As of 2025-03-31, Martin Worley Group held 65,624.00 shares of Vanguard U.S. Minimum Volatility ETF(VFMV), totaling $8.32 Mil. This investment constitutes 4.75% of their stock portfolio, and Martin Worley Group now holds 4.05% of the outstanding Vanguard U.S. Minimum Volatility ETF(VFMV) stock.
The initial trade took place in 2024Q4. And since then Martin Worley Group has made 1 purchases of VFMV, at an average price of $123.65, for a total of 65,624.00 shares. Based on historical transaction data and VFMV's current price of $128.75, Martin Worley Group's estimated gain on his VFMV holdings is $334,773.53, reflecting a 4.13% gain to date.
Martin Worley Group VFMV ($128.75) Holding Chart
Martin Worley Group VFMV ($128.75) 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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