Capital Management Associates, Inc VOO Holdings History
Number of Shares
75,321.00
Current Holdings Value*
$38.71 Mil
% of Portfolio
8.77%
Total Estimate Gain
$8.11 Mil
% of Total Estimate Gain
22.80%
Capital Management Associates, Inc's Vanguard S&P 500 ETF Holding Summary
As of 2025-03-31, Capital Management Associates, Inc held 75,321.00 shares of Vanguard S&P 500 ETF(VOO), totaling $38.71 Mil. This investment constitutes 8.77% of their stock portfolio, and Capital Management Associates, Inc now holds 0.01% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2023Q4. And since then Capital Management Associates, Inc has made 5 purchases of VOO, at an average price of $472.45, for a total of 75,321.00 shares. Based on historical transaction data and VOO's current price of $580.17, Capital Management Associates, Inc's estimated gain on his VOO holdings is $8.11 Mil, reflecting a 22.80% gain to date.
Capital Management Associates, Inc VOO ($580.17) Holding Chart
Capital Management Associates, Inc VOO ($580.17) 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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