Number of Shares
19,140.00
Current Holdings Value*
$9.84 Mil
% of Portfolio
2.72%
Total Estimate Gain
$5.42 Mil
% of Total Estimate Gain
15.98%

Crumly & Associates Inc.'s Vanguard S&P 500 ETF Holding Summary

As of 2025-03-31, Crumly & Associates Inc. held 19,140.00 shares of Vanguard S&P 500 ETF(VOO), totaling $9.84 Mil. This investment constitutes 2.72% of their stock portfolio, and Crumly & Associates Inc. now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2020Q1. And since then Crumly & Associates Inc. has made 5 purchases of VOO, at an average price of $359.01, for a total of 94,527.00 shares. In addition, there have been 15 sales at an average price of $378.16 for 75,387.00 shares. Based on historical transaction data and VOO's current price of $566.95, Crumly & Associates Inc.'s estimated gain on his VOO holdings is $5.42 Mil, reflecting a 15.98% gain to date.

Crumly & Associates Inc. VOO ($566.95) Holding Chart

Crumly & Associates Inc. VOO ($566.95) 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