Strategic Financial Services, Inc. VLUE Holdings History
Strategic Financial Services, Inc.'s iShares MSCI USA Value Factor ETF Holding Summary
As of 2025-03-31, Strategic Financial Services, Inc. held 3,500.00 shares of iShares MSCI USA Value Factor ETF(VLUE), totaling $373,280.00. This investment constitutes 0.02% of their stock portfolio, and Strategic Financial Services, Inc. now holds 0.01% of the outstanding iShares MSCI USA Value Factor ETF(VLUE) stock.
The initial trade took place in 2020Q4. And since then Strategic Financial Services, Inc. has made 11 purchases of VLUE, at an average price of $89.06, for a total of 483,641.00 shares. In addition, there have been 7 sales at an average price of $105.34 for 480,141.00 shares. Based on historical transaction data and VLUE's current price of $115.50, Strategic Financial Services, Inc.'s estimated gain on his VLUE holdings is $7.91 Mil, reflecting a 18.35% gain to date.
Strategic Financial Services, Inc. VLUE ($115.50) Holding Chart
Strategic Financial Services, Inc. VLUE ($115.50) 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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