Virtue Capital Management, LLC XLU Holdings History
Virtue Capital Management, LLC's Utilities Select Sector SPDR ETF Holding Summary
As of 2025-03-31, Virtue Capital Management, LLC held 28,126.00 shares of Utilities Select Sector SPDR ETF(XLU), totaling $2.22 Mil. This investment constitutes 0.26% of their stock portfolio, and Virtue Capital Management, LLC now holds 0.01% of the outstanding Utilities Select Sector SPDR ETF(XLU) stock.
The initial trade took place in 2018Q2. And since then Virtue Capital Management, LLC has made 10 purchases of XLU, at an average price of $66.54, for a total of 242,225.00 shares. In addition, there have been 13 sales at an average price of $69.16 for 214,099.00 shares. Based on historical transaction data and XLU's current price of $81.99, Virtue Capital Management, LLC's estimated gain on his XLU holdings is $994,611.35, reflecting a 6.17% gain to date.
Virtue Capital Management, LLC XLU ($81.99) Holding Chart
Virtue Capital Management, LLC XLU ($81.99) 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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