VIRGINIA WEALTH MANAGEMENT GROUP, INC. IBDS Holdings History
VIRGINIA WEALTH MANAGEMENT GROUP, INC.'s iShares iBonds Dec 2027 Term Corporate ETF Holding Summary
As of 2025-03-31, VIRGINIA WEALTH MANAGEMENT GROUP, INC. held 174,705.00 shares of iShares iBonds Dec 2027 Term Corporate ETF(IBDS), totaling $4.22 Mil. This investment constitutes 2.61% of their stock portfolio, and VIRGINIA WEALTH MANAGEMENT GROUP, INC. now holds 0.14% of the outstanding iShares iBonds Dec 2027 Term Corporate ETF(IBDS) stock.
The initial trade took place in 2021Q4. And since then VIRGINIA WEALTH MANAGEMENT GROUP, INC. has made 10 purchases of IBDS, at an average price of $24.86, for a total of 181,090.00 shares. In addition, there have been 3 sales at an average price of $23.63 for 6,385.00 shares. Based on historical transaction data and IBDS's current price of $24.16, VIRGINIA WEALTH MANAGEMENT GROUP, INC.'s estimated gain on his IBDS holdings is $-130,176.90, reflecting a -2.89% gain to date.
VIRGINIA WEALTH MANAGEMENT GROUP, INC. IBDS ($24.16) Holding Chart
VIRGINIA WEALTH MANAGEMENT GROUP, INC. IBDS ($24.16) 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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