Conrad Siegel Investment Advisors, Inc. VOO Holdings History
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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