Valley Financial Group, Inc. EVTR Holdings History
Valley Financial Group, Inc.'s MORGAN STANLEY ETF Holding Summary
As of 2025-03-31, Valley Financial Group, Inc. held 120,251.00 shares of MORGAN STANLEY ETF(EVTR), totaling $6.09 Mil. This investment constitutes 4.04% of their stock portfolio, and Valley Financial Group, Inc. now holds 0.36% of the outstanding MORGAN STANLEY ETF(EVTR) stock.
The initial trade took place in 2024Q3. And since then Valley Financial Group, Inc. has made 3 purchases of EVTR, at an average price of $51.02, for a total of 120,251.00 shares. Based on historical transaction data and EVTR's current price of $50.64, Valley Financial Group, Inc.'s estimated gain on his EVTR holdings is $-45,178.60, reflecting a -0.74% gain to date.
Valley Financial Group, Inc. EVTR ($50.64) Holding Chart
Valley Financial Group, Inc. EVTR ($50.64) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
