Number of Shares
20,733.00
Current Holdings Value*
$11.78 Mil
% of Portfolio
4.01%
Total Estimate Gain
$1.07 Mil
% of Total Estimate Gain
8.98%

CENTRAL VALLEY ADVISORS, LLC's Vanguard S&P 500 ETF Holding Summary

As of 2025-06-30, CENTRAL VALLEY ADVISORS, LLC held 20,733.00 shares of Vanguard S&P 500 ETF(VOO), totaling $11.78 Mil. This investment constitutes 4.01% of their stock portfolio, and CENTRAL VALLEY ADVISORS, LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2023Q4. And since then CENTRAL VALLEY ADVISORS, LLC has made 4 purchases of VOO, at an average price of $521.88, for a total of 22,907.00 shares. In addition, there have been 2 sales at an average price of $481.18 for 2,174.00 shares. Based on historical transaction data and VOO's current price of $577.95, CENTRAL VALLEY ADVISORS, LLC's estimated gain on his VOO holdings is $1.07 Mil, reflecting a 8.98% gain to date.

CENTRAL VALLEY ADVISORS, LLC VOO ($577.95) Holding Chart

CENTRAL VALLEY ADVISORS, LLC VOO ($577.95) 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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