Asset Allocation & Management Company, LLC VOO Holdings History
Asset Allocation & Management Company, LLC's Vanguard S&P 500 ETF Holding Summary
As of 2025-03-31, Asset Allocation & Management Company, LLC held 38,134.00 shares of Vanguard S&P 500 ETF(VOO), totaling $19.60 Mil. This investment constitutes 9.92% of their stock portfolio, and Asset Allocation & Management Company, LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2019Q4. And since then Asset Allocation & Management Company, LLC has made 10 purchases of VOO, at an average price of $317.43, for a total of 180,905.00 shares. In addition, there have been 5 sales at an average price of $319.57 for 142,771.00 shares. Based on historical transaction data and VOO's current price of $564.15, Asset Allocation & Management Company, LLC's estimated gain on his VOO holdings is $9.71 Mil, reflecting a 16.92% gain to date.
Asset Allocation & Management Company, LLC VOO ($564.15) Holding Chart
Asset Allocation & Management Company, LLC VOO ($564.15) 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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