Clifford Group, LLC VOO Holdings History

Number of Shares
59,676.00
Current Holdings Value*
$30.67 Mil
% of Portfolio
28.65%
Total Estimate Gain
$11.15 Mil
% of Total Estimate Gain
46.98%

Clifford Group, LLC's Vanguard S&P 500 ETF Holding Summary

As of 2025-03-31, Clifford Group, LLC held 59,676.00 shares of Vanguard S&P 500 ETF(VOO), totaling $30.67 Mil. This investment constitutes 28.65% of their stock portfolio, and Clifford Group, LLC now holds 0.01% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2022Q4. And since then Clifford Group, LLC has made 8 purchases of VOO, at an average price of $389.46, for a total of 60,939.00 shares. In addition, there have been 1 sales at an average price of $481.20 for 1,263.00 shares. Based on historical transaction data and VOO's current price of $574.35, Clifford Group, LLC's estimated gain on his VOO holdings is $11.15 Mil, reflecting a 46.98% gain to date.

Clifford Group, LLC VOO ($574.35) Holding Chart

Clifford Group, LLC VOO ($574.35) 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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