CLUNE & ASSOCIATES, LTD. VOO Holdings History
Number of Shares
16,063.00
Current Holdings Value*
$8.25 Mil
% of Portfolio
2.54%
Total Estimate Gain
$462,593.41
% of Total Estimate Gain
5.32%
CLUNE & ASSOCIATES, LTD.'s Vanguard S&P 500 ETF Holding Summary
As of 2025-03-31, CLUNE & ASSOCIATES, LTD. held 16,063.00 shares of Vanguard S&P 500 ETF(VOO), totaling $8.25 Mil. This investment constitutes 2.54% of their stock portfolio, and CLUNE & ASSOCIATES, LTD. now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2024Q4. And since then CLUNE & ASSOCIATES, LTD. has made 1 purchases of VOO, at an average price of $541.81, for a total of 16,063.00 shares. Based on historical transaction data and VOO's current price of $570.61, CLUNE & ASSOCIATES, LTD.'s estimated gain on his VOO holdings is $462,593.41, reflecting a 5.32% gain to date.
CLUNE & ASSOCIATES, LTD. VOO ($570.61) Holding Chart
CLUNE & ASSOCIATES, LTD. VOO ($570.61) 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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