Wealth Quarterback LLC DVY Holdings History
Wealth Quarterback LLC's iShares Select Dividend ETF Holding Summary
As of 2025-03-31, Wealth Quarterback LLC held 33,445.00 shares of iShares Select Dividend ETF(DVY), totaling $4.49 Mil. This investment constitutes 2.53% of their stock portfolio, and Wealth Quarterback LLC now holds 0.02% of the outstanding iShares Select Dividend ETF(DVY) stock.
The initial trade took place in 2019Q4. And since then Wealth Quarterback LLC has made 8 purchases of DVY, at an average price of $118.56, for a total of 69,990.00 shares. In addition, there have been 6 sales at an average price of $109.78 for 36,545.00 shares. Based on historical transaction data and DVY's current price of $132.14, Wealth Quarterback LLC's estimated gain on his DVY holdings is $133,679.99, reflecting a 1.61% gain to date.
Wealth Quarterback LLC DVY ($132.14) Holding Chart
Wealth Quarterback LLC DVY ($132.14) 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
