Number of Shares
104,460.00
Current Holdings Value*
$10.52 Mil
% of Portfolio
5.26%
Total Estimate Gain
$18,602.67
% of Total Estimate Gain
0.18%

Vivid Wealth Management, LLC's iShares 0-3 Month Treasury Bond ETF Holding Summary

As of 2025-03-31, Vivid Wealth Management, LLC held 104,460.00 shares of iShares 0-3 Month Treasury Bond ETF(SGOV), totaling $10.52 Mil. This investment constitutes 5.26% of their stock portfolio, and Vivid Wealth Management, LLC now holds 0.02% of the outstanding iShares 0-3 Month Treasury Bond ETF(SGOV) stock.

The initial trade took place in 2023Q4. And since then Vivid Wealth Management, LLC has made 5 purchases of SGOV, at an average price of $100.44, for a total of 104,460.00 shares. Based on historical transaction data and SGOV's current price of $100.62, Vivid Wealth Management, LLC's estimated gain on his SGOV holdings is $18,602.67, reflecting a 0.18% gain to date.

Vivid Wealth Management, LLC SGOV ($100.62) Holding Chart

Vivid Wealth Management, LLC SGOV ($100.62) 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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