ALM First Financial Advisors, LLC VOO Holdings History
ALM First Financial Advisors, LLC's Vanguard S&P 500 ETF Holding Summary
As of 2025-03-31, ALM First Financial Advisors, LLC held 274,615.00 shares of Vanguard S&P 500 ETF(VOO), totaling $119.72 Mil. This investment constitutes 27.36% of their stock portfolio, and ALM First Financial Advisors, LLC now holds 0.02% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2024Q3. And since then ALM First Financial Advisors, LLC has made 1 purchases of VOO, at an average price of $516.09, for a total of 295,740.00 shares. In addition, there have been 1 sales at an average price of $540.58 for 21,125.00 shares. Based on historical transaction data and VOO's current price of $574.35, ALM First Financial Advisors, LLC's estimated gain on his VOO holdings is $16.52 Mil, reflecting a 10.82% gain to date.
ALM First Financial Advisors, LLC VOO ($574.35) Holding Chart
ALM First Financial Advisors, LLC VOO ($574.35) 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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