Wharton Business Group, LLC VLUE Holdings History
Wharton Business Group, LLC's iShares MSCI USA Value Factor ETF Holding Summary
As of 2025-03-31, Wharton Business Group, LLC held 1.30 Mil shares of iShares MSCI USA Value Factor ETF(VLUE), totaling $138.81 Mil. This investment constitutes 6.28% of their stock portfolio, and Wharton Business Group, LLC now holds 2.15% of the outstanding iShares MSCI USA Value Factor ETF(VLUE) stock.
The initial trade took place in 2018Q4. And since then Wharton Business Group, LLC has made 22 purchases of VLUE, at an average price of $92.66, for a total of 1.68 Mil shares. In addition, there have been 3 sales at an average price of $93.93 for 377,267.00 shares. Based on historical transaction data and VLUE's current price of $113.97, Wharton Business Group, LLC's estimated gain on his VLUE holdings is $28.23 Mil, reflecting a 18.14% gain to date.
Wharton Business Group, LLC VLUE ($113.97) Holding Chart
Wharton Business Group, LLC VLUE ($113.97) 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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