Shared Vision Wealth Group LLC QUAL Holdings History
Shared Vision Wealth Group LLC's iShares MSCI USA Quality Factor ETF Holding Summary
As of 2025-03-31, Shared Vision Wealth Group LLC held 38,165.00 shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $6.52 Mil. This investment constitutes 3.56% of their stock portfolio, and Shared Vision Wealth Group LLC now holds 0.01% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.
The initial trade took place in 2023Q4. And since then Shared Vision Wealth Group LLC has made 5 purchases of QUAL, at an average price of $144.26, for a total of 38,165.00 shares. Based on historical transaction data and QUAL's current price of $184.26, Shared Vision Wealth Group LLC's estimated gain on his QUAL holdings is $1.53 Mil, reflecting a 27.73% gain to date.
Shared Vision Wealth Group LLC QUAL ($184.26) Holding Chart
Shared Vision Wealth Group LLC QUAL ($184.26) 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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