RVW Wealth, LLC QGRW Holdings History
RVW Wealth, LLC's WisdomTree U.S. Quality Growth Fund Holding Summary
As of 2025-06-30, RVW Wealth, LLC held 1.23 Mil shares of WisdomTree U.S. Quality Growth Fund(QGRW), totaling $64.84 Mil. This investment constitutes 5.5% of their stock portfolio, and RVW Wealth, LLC now holds 4.23% of the outstanding WisdomTree U.S. Quality Growth Fund(QGRW) stock.
The initial trade took place in 2023Q4. And since then RVW Wealth, LLC has made 7 purchases of QGRW, at an average price of $38.60, for a total of 1.23 Mil shares. Based on historical transaction data and QGRW's current price of $53.49, RVW Wealth, LLC's estimated gain on his QGRW holdings is $18.37 Mil, reflecting a 38.56% gain to date.
RVW Wealth, LLC QGRW ($53.49) Holding Chart
RVW Wealth, LLC QGRW ($53.49) 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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