Affiance Financial, LLC VOO Holdings History
Affiance Financial, LLC's Vanguard S&P 500 ETF Holding Summary
As of 2025-06-30, Affiance Financial, LLC held 186,789.00 shares of Vanguard S&P 500 ETF(VOO), totaling $106.10 Mil. This investment constitutes 21.55% of their stock portfolio, and Affiance Financial, LLC now holds 0.02% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2015Q1. And since then Affiance Financial, LLC has made 19 purchases of VOO, at an average price of $411.24, for a total of 192,823.00 shares. In addition, there have been 11 sales at an average price of $350.03 for 6,034.00 shares. Based on historical transaction data and VOO's current price of $573.34, Affiance Financial, LLC's estimated gain on his VOO holdings is $29.91 Mil, reflecting a 37.72% gain to date.
Affiance Financial, LLC VOO ($573.34) Holding Chart
Affiance Financial, LLC VOO ($573.34) 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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