Number of Shares
9,540.00
Current Holdings Value*
$5.01 Mil
% of Portfolio
0.96%
Total Estimate Gain
$1.47 Mil
% of Total Estimate Gain
14.60%

VICTORY FINANCIAL GROUP, LLC's S&P MidCap 400 ETF Holding Summary

As of 2025-03-31, VICTORY FINANCIAL GROUP, LLC held 9,540.00 shares of S&P MidCap 400 ETF(MDY), totaling $5.01 Mil. This investment constitutes 0.96% of their stock portfolio, and VICTORY FINANCIAL GROUP, LLC now holds 0.02% of the outstanding S&P MidCap 400 ETF(MDY) stock.

The initial trade took place in 2023Q4. And since then VICTORY FINANCIAL GROUP, LLC has made 3 purchases of MDY, at an average price of $500.60, for a total of 20,090.00 shares. In addition, there have been 1 sales at an average price of $567.65 for 10,550.00 shares. Based on historical transaction data and MDY's current price of $580.35, VICTORY FINANCIAL GROUP, LLC's estimated gain on his MDY holdings is $1.47 Mil, reflecting a 14.60% gain to date.

VICTORY FINANCIAL GROUP, LLC MDY ($580.35) Holding Chart

VICTORY FINANCIAL GROUP, LLC MDY ($580.35) 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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