Number of Shares
161,729.00
Current Holdings Value*
$91.87 Mil
% of Portfolio
20.61%
Total Estimate Gain
$27.50 Mil
% of Total Estimate Gain
39.53%

Conrad Siegel Investment Advisors, Inc.'s Vanguard S&P 500 ETF Holding Summary

As of 2025-06-30, Conrad Siegel Investment Advisors, Inc. held 161,729.00 shares of Vanguard S&P 500 ETF(VOO), totaling $91.87 Mil. This investment constitutes 20.61% of their stock portfolio, and Conrad Siegel Investment Advisors, Inc. now holds 0.01% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2021Q4. And since then Conrad Siegel Investment Advisors, Inc. has made 12 purchases of VOO, at an average price of $412.92, for a total of 168,444.00 shares. In addition, there have been 3 sales at an average price of $414.87 for 6,715.00 shares. Based on historical transaction data and VOO's current price of $582.86, Conrad Siegel Investment Advisors, Inc.'s estimated gain on his VOO holdings is $27.50 Mil, reflecting a 39.53% gain to date.

Conrad Siegel Investment Advisors, Inc. VOO ($582.86) Holding Chart

Conrad Siegel Investment Advisors, Inc. 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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