Vericrest Private Wealth IVV Holdings History
Vericrest Private Wealth's iShares Core S&P 500 ETF Holding Summary
As of 2022-06-30, Vericrest Private Wealth held 19,614.00 shares of iShares Core S&P 500 ETF(IVV), totaling $7.44 Mil. This investment constitutes 9.12% of their stock portfolio, and Vericrest Private Wealth now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2021Q4. In addition, there have been 2 sales at an average price of $436.32 for 1,271.00 shares. Based on historical transaction data and IVV's current price of $614.76, Vericrest Private Wealth's estimated gain on his IVV holdings is $3.00 Mil, reflecting a 31.25% gain to date.
Vericrest Private Wealth IVV ($614.76) Holding Chart
Vericrest Private Wealth IVV ($614.76) 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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