S&P 500 Index Fund V Holdings History
S&P 500 Index Fund's Visa Inc Holding Summary
As of 2025-02-28, SHELTON FUNDS held 9,768.00 shares of Visa Inc(V), totaling $3.54 Mil. This investment constitutes 1.24% of their stock portfolio, and SHELTON FUNDS now holds 0% of the outstanding Visa Inc(V) stock.
The initial trade took place in 2021Q2. And since then S&P 500 Index Fund has made 2 purchases of V, at an average price of $227.00, for a total of 11,480.00 shares. In addition, there have been 10 sales at an average price of $234.20 for 1,712.00 shares. Based on historical transaction data and V's current price of $350.94, S&P 500 Index Fund's estimated gain on his V holdings is $1.22 Mil, reflecting a 46.93% gain to date.
S&P 500 Index Fund V ($350.94) Holding Chart
S&P 500 Index Fund V ($350.94) 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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