Number of Shares
12,305.00
Current Holdings Value*
$6.99 Mil
% of Portfolio
1.7%
Total Estimate Gain
$5.26 Mil
% of Total Estimate Gain
15.51%

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

As of 2025-06-30, Crumly & Associates Inc. held 12,305.00 shares of Vanguard S&P 500 ETF(VOO), totaling $6.99 Mil. This investment constitutes 1.7% 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 16 sales at an average price of $390.40 for 82,222.00 shares. Based on historical transaction data and VOO's current price of $576.92, Crumly & Associates Inc.'s estimated gain on his VOO holdings is $5.26 Mil, reflecting a 15.51% gain to date.

Crumly & Associates Inc. VOO ($576.92) Holding Chart

Crumly & Associates Inc. VOO ($576.92) 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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