New Legacy Group, LLC GVI Holdings History

Number of Shares
8,800.00
Current Holdings Value*
$891,700.00
% of Portfolio
2.44%
Total Estimate Gain
$-87,312.00
% of Total Estimate Gain
-7.37%

New Legacy Group, LLC's iShares Intermediate Government/Credit Bond ETF Holding Summary

As of 2023-09-30, New Legacy Group, LLC held 8,800.00 shares of iShares Intermediate Government/Credit Bond ETF(GVI), totaling $891,700.00. This investment constitutes 2.44% of their stock portfolio, and New Legacy Group, LLC now holds 0.03% of the outstanding iShares Intermediate Government/Credit Bond ETF(GVI) stock.

The initial trade took place in 2021Q4. In addition, there have been 2 sales at an average price of $102.78 for 1,600.00 shares. Based on historical transaction data and GVI's current price of $106.00, New Legacy Group, LLC's estimated gain on his GVI holdings is $-87,312.00, reflecting a -7.37% gain to date.

New Legacy Group, LLC GVI ($106.00) Holding Chart

New Legacy Group, LLC GVI ($106.00) 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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