Number of Shares
127,435.00
Current Holdings Value*
$9.08 Mil
% of Portfolio
3.4%
Total Estimate Gain
$3.62 Mil
% of Total Estimate Gain
9.42%

Vigilare Wealth Management's Invesco S&P 500 Quality ETF Holding Summary

As of 2025-06-30, Vigilare Wealth Management held 127,435.00 shares of Invesco S&P 500 Quality ETF(SPHQ), totaling $9.08 Mil. This investment constitutes 3.4% of their stock portfolio, and Vigilare Wealth Management now holds 0.06% of the outstanding Invesco S&P 500 Quality ETF(SPHQ) stock.

The initial trade took place in 2024Q1. And since then Vigilare Wealth Management has made 3 purchases of SPHQ, at an average price of $61.07, for a total of 628,193.00 shares. In addition, there have been 3 sales at an average price of $65.67 for 500,758.00 shares. Based on historical transaction data and SPHQ's current price of $71.37, Vigilare Wealth Management's estimated gain on his SPHQ holdings is $3.62 Mil, reflecting a 9.42% gain to date.

Vigilare Wealth Management SPHQ ($71.37) Holding Chart

Vigilare Wealth Management SPHQ ($71.37) 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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