Number of Shares
3,804.00
Current Holdings Value*
$1.95 Mil
% of Portfolio
0.47%
Total Estimate Gain
$536,675.69
% of Total Estimate Gain
23.18%

BURKE & HERBERT BANK & TRUST CO's Vanguard S&P 500 ETF Holding Summary

As of 2025-03-31, BURKE & HERBERT BANK & TRUST CO held 3,804.00 shares of Vanguard S&P 500 ETF(VOO), totaling $1.95 Mil. This investment constitutes 0.47% of their stock portfolio, and BURKE & HERBERT BANK & TRUST CO now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2020Q2. And since then BURKE & HERBERT BANK & TRUST CO has made 2 purchases of VOO, at an average price of $427.82, for a total of 5,412.00 shares. In addition, there have been 9 sales at an average price of $412.88 for 1,608.00 shares. Based on historical transaction data and VOO's current price of $575.22, BURKE & HERBERT BANK & TRUST CO's estimated gain on his VOO holdings is $536,675.69, reflecting a 23.18% gain to date.

BURKE & HERBERT BANK & TRUST CO VOO ($575.22) Holding Chart

BURKE & HERBERT BANK & TRUST CO VOO ($575.22) 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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