Number of Shares
56,466.00
Current Holdings Value*
$29.02 Mil
% of Portfolio
7.37%
Total Estimate Gain
$2.02 Mil
% of Total Estimate Gain
6.60%

Atlas Legacy Advisors, LLC's Vanguard S&P 500 ETF Holding Summary

As of 2025-03-31, Atlas Legacy Advisors, LLC held 56,466.00 shares of Vanguard S&P 500 ETF(VOO), totaling $29.02 Mil. This investment constitutes 7.37% of their stock portfolio, and Atlas Legacy Advisors, LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2024Q4. And since then Atlas Legacy Advisors, LLC has made 1 purchases of VOO, at an average price of $541.23, for a total of 56,466.00 shares. Based on historical transaction data and VOO's current price of $576.92, Atlas Legacy Advisors, LLC's estimated gain on his VOO holdings is $2.02 Mil, reflecting a 6.60% gain to date.

Atlas Legacy Advisors, LLC VOO ($576.92) Holding Chart

Atlas Legacy 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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