Avalon Advisory Group VOO Holdings History

Number of Shares
1,372.00
Current Holdings Value*
$705,130.00
% of Portfolio
0.33%
Total Estimate Gain
$92,540.68
% of Total Estimate Gain
13.59%

Avalon Advisory Group's Vanguard S&P 500 ETF Holding Summary

As of 2025-03-31, Avalon Advisory Group held 1,372.00 shares of Vanguard S&P 500 ETF(VOO), totaling $705,130.00. This investment constitutes 0.33% of their stock portfolio, and Avalon Advisory Group now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2024Q2. And since then Avalon Advisory Group has made 4 purchases of VOO, at an average price of $496.45, for a total of 1,372.00 shares. Based on historical transaction data and VOO's current price of $563.90, Avalon Advisory Group's estimated gain on his VOO holdings is $92,540.68, reflecting a 13.59% gain to date.

Avalon Advisory Group VOO ($563.90) Holding Chart

Avalon Advisory Group VOO ($563.90) 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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