Number of Shares
9,297.00
Current Holdings Value*
$5.28 Mil
% of Portfolio
0.91%
Total Estimate Gain
$560,276.59
% of Total Estimate Gain
11.66%

Affinity Capital Advisors, LLC's Vanguard S&P 500 ETF Holding Summary

As of 2025-06-30, Affinity Capital Advisors, LLC held 9,297.00 shares of Vanguard S&P 500 ETF(VOO), totaling $5.28 Mil. This investment constitutes 0.91% of their stock portfolio, and Affinity Capital Advisors, LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2022Q3. And since then Affinity Capital Advisors, LLC has made 11 purchases of VOO, at an average price of $516.54, for a total of 9,305.00 shares. In addition, there have been 1 sales at an average price of $384.18 for 8.00 shares. Based on historical transaction data and VOO's current price of $576.92, Affinity Capital Advisors, LLC's estimated gain on his VOO holdings is $560,276.59, reflecting a 11.66% gain to date.

Affinity Capital Advisors, LLC VOO ($576.92) Holding Chart

Affinity Capital Advisors, LLC VOO ($576.92) 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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