Vermillion & White Wealth Management Group, LLC IVV Holdings History
Vermillion & White Wealth Management Group, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Vermillion & White Wealth Management Group, LLC held 55,598.00 shares of iShares Core S&P 500 ETF(IVV), totaling $31.24 Mil. This investment constitutes 22.61% of their stock portfolio, and Vermillion & White Wealth Management Group, LLC now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2023Q4. And since then Vermillion & White Wealth Management Group, LLC has made 4 purchases of IVV, at an average price of $502.08, for a total of 56,339.00 shares. In addition, there have been 1 sales at an average price of $556.01 for 741.00 shares. Based on historical transaction data and IVV's current price of $630.67, Vermillion & White Wealth Management Group, LLC's estimated gain on his IVV holdings is $7.19 Mil, reflecting a 25.42% gain to date.
Vermillion & White Wealth Management Group, LLC IVV ($630.67) Holding Chart
Vermillion & White Wealth Management Group, LLC IVV ($630.67) 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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