Number of Shares
39,192.00
Current Holdings Value*
$13.77 Mil
% of Portfolio
3.44%
Total Estimate Gain
$10.85 Mil
% of Total Estimate Gain
63.50%

Burleson & Company, LLC's Vanguard S&P 500 ETF Holding Summary

As of 2022-12-31, Burleson & Company, LLC held 39,192.00 shares of Vanguard S&P 500 ETF(VOO), totaling $13.77 Mil. This investment constitutes 3.44% of their stock portfolio, and Burleson & Company, LLC now holds 0.01% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2019Q4. And since then Burleson & Company, LLC has made 7 purchases of VOO, at an average price of $321.42, for a total of 53,167.00 shares. In addition, there have been 6 sales at an average price of $388.64 for 13,975.00 shares. Based on historical transaction data and VOO's current price of $574.35, Burleson & Company, LLC's estimated gain on his VOO holdings is $10.85 Mil, reflecting a 63.50% gain to date.

Burleson & Company, LLC VOO ($574.35) Holding Chart

Burleson & Company, 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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