SOUNDMARK WEALTH MANAGEMENT, LLC IVV Holdings History
SOUNDMARK WEALTH MANAGEMENT, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2024-06-30, SOUNDMARK WEALTH MANAGEMENT, LLC held - shares of iShares Core S&P 500 ETF(IVV), totaling N/A. This investment constitutes 0% of their stock portfolio, and SOUNDMARK WEALTH MANAGEMENT, LLC now holds -% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2020Q4. And since then SOUNDMARK WEALTH MANAGEMENT, LLC has made 2 purchases of IVV, at an average price of $358.07, for a total of 6,919.00 shares. In addition, there have been 7 sales at an average price of $470.68 for 6,919.00 shares. Based on historical transaction data and IVV's current price of $630.67, SOUNDMARK WEALTH MANAGEMENT, LLC's estimated gain on his IVV holdings is $779,148.06, reflecting a 31.45% gain to date.
SOUNDMARK WEALTH MANAGEMENT, LLC IVV ($630.67) Holding Chart
SOUNDMARK WEALTH MANAGEMENT, LLC IVV ($630.67) 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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