Number of Shares
201,788.00
Current Holdings Value*
$6.98 Mil
% of Portfolio
3.94%
Total Estimate Gain
$1.95 Mil
% of Total Estimate Gain
26.13%

Silicon Hills Wealth Management, LLC's Alpha Architect U.S. Quantitative Value ETF Holding Summary

As of 2023-06-30, Silicon Hills Wealth Management, LLC held 201,788.00 shares of Alpha Architect U.S. Quantitative Value ETF(QVAL), totaling $6.98 Mil. This investment constitutes 3.94% of their stock portfolio, and Silicon Hills Wealth Management, LLC now holds 2.78% of the outstanding Alpha Architect U.S. Quantitative Value ETF(QVAL) stock.

The initial trade took place in 2019Q4. And since then Silicon Hills Wealth Management, LLC has made 5 purchases of QVAL, at an average price of $34.86, for a total of 214,408.00 shares. In addition, there have been 4 sales at an average price of $33.49 for 12,620.00 shares. Based on historical transaction data and QVAL's current price of $44.63, Silicon Hills Wealth Management, LLC's estimated gain on his QVAL holdings is $1.95 Mil, reflecting a 26.13% gain to date.

Silicon Hills Wealth Management, LLC QVAL ($44.63) Holding Chart

Silicon Hills Wealth Management, LLC QVAL ($44.63) 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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