Number of Shares
19,601.00
Current Holdings Value*
$10.07 Mil
% of Portfolio
3.9%
Total Estimate Gain
$3.25 Mil
% of Total Estimate Gain
22.25%

Bishop & Co Investment Management, LLC's Vanguard S&P 500 ETF Holding Summary

As of 2025-03-31, Bishop & Co Investment Management, LLC held 19,601.00 shares of Vanguard S&P 500 ETF(VOO), totaling $10.07 Mil. This investment constitutes 3.9% of their stock portfolio, and Bishop & Co Investment Management, LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2019Q1. And since then Bishop & Co Investment Management, LLC has made 12 purchases of VOO, at an average price of $408.28, for a total of 35,821.00 shares. In addition, there have been 7 sales at an average price of $408.24 for 16,220.00 shares. Based on historical transaction data and VOO's current price of $574.35, Bishop & Co Investment Management, LLC's estimated gain on his VOO holdings is $3.25 Mil, reflecting a 22.25% gain to date.

Bishop & Co Investment Management, LLC VOO ($574.35) Holding Chart

Bishop & Co Investment Management, LLC VOO ($574.35) 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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