Carlton Hofferkamp & Jenks Wealth Management, LLC VOO Holdings History
Carlton Hofferkamp & Jenks Wealth Management, LLC's Vanguard S&P 500 ETF Holding Summary
As of 2025-03-31, Carlton Hofferkamp & Jenks Wealth Management, LLC held 9,334.00 shares of Vanguard S&P 500 ETF(VOO), totaling $4.51 Mil. This investment constitutes 1.86% of their stock portfolio, and Carlton Hofferkamp & Jenks Wealth Management, LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2018Q2. And since then Carlton Hofferkamp & Jenks Wealth Management, LLC has made 20 purchases of VOO, at an average price of $431.64, for a total of 10,316.00 shares. In addition, there have been 4 sales at an average price of $264.59 for 982.00 shares. Based on historical transaction data and VOO's current price of $582.86, Carlton Hofferkamp & Jenks Wealth Management, LLC's estimated gain on his VOO holdings is $1.25 Mil, reflecting a 28.02% gain to date.
Carlton Hofferkamp & Jenks Wealth Management, LLC VOO ($582.86) Holding Chart
Carlton Hofferkamp & Jenks Wealth Management, LLC VOO ($582.86) 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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