VALLEY FINANCIAL MANAGEMENT, INC. IYG Holdings History
VALLEY FINANCIAL MANAGEMENT, INC.'s iShares U.S. Financial Services ETF Holding Summary
As of 2023-06-30, VALLEY FINANCIAL MANAGEMENT, INC. held - shares of iShares U.S. Financial Services ETF(IYG), totaling N/A. This investment constitutes 0% of their stock portfolio, and VALLEY FINANCIAL MANAGEMENT, INC. now holds 0% of the outstanding iShares U.S. Financial Services ETF(IYG) stock.
The initial trade took place in 2022Q3. And since then VALLEY FINANCIAL MANAGEMENT, INC. has made 1 purchases of IYG, at an average price of $52.48, for a total of 129,699.00 shares. In addition, there have been 2 sales at an average price of $51.21 for 129,699.00 shares. Based on historical transaction data and IYG's current price of $86.98, VALLEY FINANCIAL MANAGEMENT, INC.'s estimated gain on his IYG holdings is $-165,321.72, reflecting a -2.43% gain to date.
VALLEY FINANCIAL MANAGEMENT, INC. IYG ($86.98) Holding Chart
VALLEY FINANCIAL MANAGEMENT, INC. IYG ($86.98) 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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