Vision Capital Management, Inc. IVV Holdings History
Vision Capital Management, Inc.'s iShares Core S&P 500 ETF Holding Summary
As of 2025-06-30, Vision Capital Management, Inc. held 124,098.00 shares of iShares Core S&P 500 ETF(IVV), totaling $77.05 Mil. This investment constitutes 10.12% of their stock portfolio, and Vision Capital Management, Inc. now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2015Q4. And since then Vision Capital Management, Inc. has made 21 purchases of IVV, at an average price of $324.02, for a total of 150,177.00 shares. In addition, there have been 9 sales at an average price of $434.68 for 26,079.00 shares. Based on historical transaction data and IVV's current price of $630.67, Vision Capital Management, Inc.'s estimated gain on his IVV holdings is $40.94 Mil, reflecting a 84.13% gain to date.
Vision Capital Management, Inc. IVV ($630.67) Holding Chart
Vision Capital Management, Inc. 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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