Visionary Horizons, LLC SPYV Holdings History
Visionary Horizons, LLC's SPDR Portfolio S&P 500 Value ETF Holding Summary
As of 2025-06-30, Visionary Horizons, LLC held 439,033.00 shares of SPDR Portfolio S&P 500 Value ETF(SPYV), totaling $22.98 Mil. This investment constitutes 14.54% of their stock portfolio, and Visionary Horizons, LLC now holds 0.09% of the outstanding SPDR Portfolio S&P 500 Value ETF(SPYV) stock.
The initial trade took place in 2023Q4. And since then Visionary Horizons, LLC has made 3 purchases of SPYV, at an average price of $44.73, for a total of 500,634.00 shares. In addition, there have been 3 sales at an average price of $50.14 for 61,601.00 shares. Based on historical transaction data and SPYV's current price of $53.67, Visionary Horizons, LLC's estimated gain on his SPYV holdings is $4.26 Mil, reflecting a 19.02% gain to date.
Visionary Horizons, LLC SPYV ($53.67) Holding Chart
Visionary Horizons, LLC SPYV ($53.67) 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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