Vivid Wealth Management, LLC IVV Holdings History
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 $635.88, Vivid Wealth Management, LLC's estimated gain on his IVV holdings is $8.57 Mil, reflecting a 38.63% gain to date.
Vivid Wealth Management, LLC IVV ($635.88) Holding Chart
Vivid Wealth Management, LLC IVV ($635.88) 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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