Vawter Financial, Ltd. IVV Holdings History
Vawter Financial, Ltd.'s iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Vawter Financial, Ltd. held 9,213.00 shares of iShares Core S&P 500 ETF(IVV), totaling $5.18 Mil. This investment constitutes 2.9% of their stock portfolio, and Vawter Financial, Ltd. now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2023Q2. And since then Vawter Financial, Ltd. has made 4 purchases of IVV, at an average price of $431.42, for a total of 9,954.00 shares. In addition, there have been 4 sales at an average price of $497.26 for 741.00 shares. Based on historical transaction data and IVV's current price of $633.72, Vawter Financial, Ltd.'s estimated gain on his IVV holdings is $1.91 Mil, reflecting a 44.54% gain to date.
Vawter Financial, Ltd. IVV ($633.72) Holding Chart
Vawter Financial, Ltd. IVV ($633.72) 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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