Olde Wealth Management, LLC HYGV Holdings History
Olde Wealth Management, LLC's FlexShares High Yield Value Scored Bond Index ETF Holding Summary
As of 2025-03-31, Olde Wealth Management, LLC held 102,620.00 shares of FlexShares High Yield Value Scored Bond Index ETF(HYGV), totaling $4.14 Mil. This investment constitutes 1.46% of their stock portfolio, and Olde Wealth Management, LLC now holds 0.32% of the outstanding FlexShares High Yield Value Scored Bond Index ETF(HYGV) stock.
The initial trade took place in 2022Q1. And since then Olde Wealth Management, LLC has made 7 purchases of HYGV, at an average price of $43.31, for a total of 126,079.00 shares. In addition, there have been 6 sales at an average price of $39.76 for 23,459.00 shares. Based on historical transaction data and HYGV's current price of $40.73, Olde Wealth Management, LLC's estimated gain on his HYGV holdings is $-347,885.27, reflecting a -6.37% gain to date.
Olde Wealth Management, LLC HYGV ($40.73) Holding Chart
Olde Wealth Management, LLC HYGV ($40.73) 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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