Vermillion & White Wealth Management Group, LLC USMV Holdings History
Vermillion & White Wealth Management Group, LLC's iShares MSCI USA Min Vol Factor ETF Holding Summary
As of 2025-03-31, Vermillion & White Wealth Management Group, LLC held 37,035.00 shares of iShares MSCI USA Min Vol Factor ETF(USMV), totaling $3.47 Mil. This investment constitutes 2.51% of their stock portfolio, and Vermillion & White Wealth Management Group, LLC now holds 0.01% of the outstanding iShares MSCI USA Min Vol Factor ETF(USMV) stock.
The initial trade took place in 2023Q4. And since then Vermillion & White Wealth Management Group, LLC has made 3 purchases of USMV, at an average price of $86.59, for a total of 71,492.00 shares. In addition, there have been 2 sales at an average price of $91.74 for 34,457.00 shares. Based on historical transaction data and USMV's current price of $92.92, Vermillion & White Wealth Management Group, LLC's estimated gain on his USMV holdings is $411,659.26, reflecting a 6.65% gain to date.
Vermillion & White Wealth Management Group, LLC USMV ($92.92) Holding Chart
Vermillion & White Wealth Management Group, LLC USMV ($92.92) 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
