Number of Shares
2,869.00
Current Holdings Value*
$288,870.00
% of Portfolio
0.03%
Total Estimate Gain
$22,172.46
% of Total Estimate Gain
0.09%

Virtue Capital Management, LLC's iShares 0-3 Month Treasury Bond ETF Holding Summary

As of 2025-03-31, Virtue Capital Management, LLC held 2,869.00 shares of iShares 0-3 Month Treasury Bond ETF(SGOV), totaling $288,870.00. This investment constitutes 0.03% of their stock portfolio, and Virtue Capital Management, LLC now holds 0% of the outstanding iShares 0-3 Month Treasury Bond ETF(SGOV) stock.

The initial trade took place in 2022Q4. And since then Virtue Capital Management, LLC has made 2 purchases of SGOV, at an average price of $99.61, for a total of 241,088.00 shares. In addition, there have been 6 sales at an average price of $99.69 for 238,219.00 shares. Based on historical transaction data and SGOV's current price of $100.60, Virtue Capital Management, LLC's estimated gain on his SGOV holdings is $22,172.46, reflecting a 0.09% gain to date.

Virtue Capital Management, LLC SGOV ($100.60) Holding Chart

Virtue Capital Management, LLC SGOV ($100.60) 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