Waypoint Wealth Counsel IVV Holdings History
waypoint wealth counsel's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, waypoint wealth counsel held 13,548.00 shares of iShares Core S&P 500 ETF(IVV), totaling $7.61 Mil. This investment constitutes 4.78% of their stock portfolio, and waypoint wealth counsel now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2022Q4. And since then waypoint wealth counsel has made 5 purchases of IVV, at an average price of $392.42, for a total of 14,069.00 shares. In addition, there have been 4 sales at an average price of $516.01 for 521.00 shares. Based on historical transaction data and IVV's current price of $614.49, waypoint wealth counsel's estimated gain on his IVV holdings is $3.07 Mil, reflecting a 55.66% gain to date.
waypoint wealth counsel IVV ($614.49) Holding Chart
waypoint wealth counsel IVV ($614.49) 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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