Number of Shares
47,693.00
Current Holdings Value*
$26.80 Mil
% of Portfolio
13.41%
Total Estimate Gain
$8.38 Mil
% of Total Estimate Gain
37.74%

Vivid Wealth Management, LLC's iShares Core S&P 500 ETF Holding Summary

As of 2025-03-31, Vivid Wealth Management, LLC held 47,693.00 shares of iShares Core S&P 500 ETF(IVV), totaling $26.80 Mil. This investment constitutes 13.41% of their stock portfolio, and Vivid Wealth Management, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.

The initial trade took place in 2023Q4. And since then Vivid Wealth Management, LLC has made 3 purchases of IVV, at an average price of $457.61, for a total of 48,495.00 shares. In addition, there have been 2 sales at an average price of $545.49 for 802.00 shares. Based on historical transaction data and IVV's current price of $631.74, Vivid Wealth Management, LLC's estimated gain on his IVV holdings is $8.38 Mil, reflecting a 37.74% gain to date.

Vivid Wealth Management, LLC IVV ($631.74) Holding Chart

Vivid Wealth Management, LLC IVV ($631.74) 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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