Sanford Advisory Services, LLC USMV Holdings History
Sanford Advisory Services, LLC's iShares MSCI USA Min Vol Factor ETF Holding Summary
As of 2022-12-31, Sanford Advisory Services, LLC held 472,229.00 shares of iShares MSCI USA Min Vol Factor ETF(USMV), totaling $34.05 Mil. This investment constitutes 8.11% of their stock portfolio, and Sanford Advisory Services, LLC now holds 0.11% of the outstanding iShares MSCI USA Min Vol Factor ETF(USMV) stock.
The initial trade took place in 2020Q4. And since then Sanford Advisory Services, LLC has made 2 purchases of USMV, at an average price of $64.35, for a total of 1.16 Mil shares. In addition, there have been 6 sales at an average price of $70.19 for 686,011.00 shares. Based on historical transaction data and USMV's current price of $93.81, Sanford Advisory Services, LLC's estimated gain on his USMV holdings is $17.92 Mil, reflecting a 24.04% gain to date.
Sanford Advisory Services, LLC USMV ($93.81) Holding Chart
Sanford Advisory Services, LLC USMV ($93.81) 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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