VIVID FINANCIAL MANAGEMENT, INC. EFV Holdings History
Number of Shares
286,080.00
Current Holdings Value*
$14.42 Mil
% of Portfolio
5.39%
Total Estimate Gain
$3.90 Mil
% of Total Estimate Gain
26.95%
VIVID FINANCIAL MANAGEMENT, INC.'s iShares MSCI EAFE Value ETF Holding Summary
As of 2021-12-31, VIVID FINANCIAL MANAGEMENT, INC. held 286,080.00 shares of iShares MSCI EAFE Value ETF(EFV), totaling $14.42 Mil. This investment constitutes 5.39% of their stock portfolio, and VIVID FINANCIAL MANAGEMENT, INC. now holds 0.09% of the outstanding iShares MSCI EAFE Value ETF(EFV) stock.
The initial trade took place in 2021Q1. And since then VIVID FINANCIAL MANAGEMENT, INC. has made 4 purchases of EFV, at an average price of $50.55, for a total of 286,080.00 shares. Based on historical transaction data and EFV's current price of $64.17, VIVID FINANCIAL MANAGEMENT, INC.'s estimated gain on his EFV holdings is $3.90 Mil, reflecting a 26.95% gain to date.
VIVID FINANCIAL MANAGEMENT, INC. EFV ($64.17) Holding Chart
VIVID FINANCIAL MANAGEMENT, INC. EFV ($64.17) 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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