Wall Capital Group, Inc. IVV Holdings History
Wall Capital Group, Inc.'s iShares Core S&P 500 ETF Holding Summary
As of 2023-12-31, Wall Capital Group, Inc. held 10,426.00 shares of iShares Core S&P 500 ETF(IVV), totaling $4.98 Mil. This investment constitutes 5.64% of their stock portfolio, and Wall Capital Group, Inc. now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2021Q4. And since then Wall Capital Group, Inc. has made 2 purchases of IVV, at an average price of $424.53, for a total of 22,055.00 shares. In addition, there have been 5 sales at an average price of $422.86 for 11,629.00 shares. Based on historical transaction data and IVV's current price of $630.67, Wall Capital Group, Inc.'s estimated gain on his IVV holdings is $2.13 Mil, reflecting a 22.75% gain to date.
Wall Capital Group, Inc. IVV ($630.67) Holding Chart
Wall Capital Group, 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
