Vigilare Wealth Management USFR Holdings History
Vigilare Wealth Management's WisdomTree Floating Rate Treasury Fund Holding Summary
As of 2025-06-30, Vigilare Wealth Management held 150,211.00 shares of WisdomTree Floating Rate Treasury Fund(USFR), totaling $7.56 Mil. This investment constitutes 2.83% of their stock portfolio, and Vigilare Wealth Management now holds 0.04% of the outstanding WisdomTree Floating Rate Treasury Fund(USFR) stock.
The initial trade took place in 2023Q4. And since then Vigilare Wealth Management has made 3 purchases of USFR, at an average price of $50.38, for a total of 155,211.00 shares. In addition, there have been 1 sales at an average price of $50.40 for 5,000.00 shares. Based on historical transaction data and USFR's current price of $50.44, Vigilare Wealth Management's estimated gain on his USFR holdings is $9,469.27, reflecting a 0.12% gain to date.
Vigilare Wealth Management USFR ($50.44) Holding Chart
Vigilare Wealth Management USFR ($50.44) 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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