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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