Number of Shares
24,947.00
Current Holdings Value*
$14.17 Mil
% of Portfolio
23.34%
Total Estimate Gain
$814,193.80
% of Total Estimate Gain
6.03%

Charis Legacy Partners, LLC's Vanguard S&P 500 ETF Holding Summary

As of 2025-06-30, Charis Legacy Partners, LLC held 24,947.00 shares of Vanguard S&P 500 ETF(VOO), totaling $14.17 Mil. This investment constitutes 23.34% of their stock portfolio, and Charis Legacy Partners, LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2024Q4. And since then Charis Legacy Partners, LLC has made 2 purchases of VOO, at an average price of $541.10, for a total of 24,947.00 shares. Based on historical transaction data and VOO's current price of $573.74, Charis Legacy Partners, LLC's estimated gain on his VOO holdings is $814,193.80, reflecting a 6.03% gain to date.

Charis Legacy Partners, LLC VOO ($573.74) Holding Chart

Charis Legacy Partners, LLC VOO ($573.74) 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 %

Top Ranked Articles

  • 1