Jvl Associates Llc MDY Holdings History

Number of Shares
19,829.00
Current Holdings Value*
$10.58 Mil
% of Portfolio
4.27%
Total Estimate Gain
$4.92 Mil
% of Total Estimate Gain
63.21%

jvl associates llc's S&P MidCap 400 ETF Holding Summary

As of 2025-03-31, jvl associates llc held 19,829.00 shares of S&P MidCap 400 ETF(MDY), totaling $10.58 Mil. This investment constitutes 4.27% of their stock portfolio, and jvl associates llc now holds 0.05% of the outstanding S&P MidCap 400 ETF(MDY) stock.

The initial trade took place in 2018Q2. And since then jvl associates llc has made 3 purchases of MDY, at an average price of $337.20, for a total of 23,089.00 shares. In addition, there have been 12 sales at an average price of $459.76 for 3,260.00 shares. Based on historical transaction data and MDY's current price of $565.24, jvl associates llc's estimated gain on his MDY holdings is $4.92 Mil, reflecting a 63.21% gain to date.

jvl associates llc MDY ($565.24) Holding Chart

jvl associates llc MDY ($565.24) 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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