Number of Shares
28,420.00
Current Holdings Value*
$14.61 Mil
% of Portfolio
3.08%
Total Estimate Gain
$10.59 Mil
% of Total Estimate Gain
133.59%

Curbstone Financial Management Corp's Vanguard S&P 500 ETF Holding Summary

As of 2025-03-31, Curbstone Financial Management Corp held 28,420.00 shares of Vanguard S&P 500 ETF(VOO), totaling $14.61 Mil. This investment constitutes 3.08% of their stock portfolio, and Curbstone Financial Management Corp now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2015Q3. And since then Curbstone Financial Management Corp has made 17 purchases of VOO, at an average price of $241.48, for a total of 32,840.00 shares. In addition, there have been 5 sales at an average price of $440.62 for 4,420.00 shares. Based on historical transaction data and VOO's current price of $583.26, Curbstone Financial Management Corp's estimated gain on his VOO holdings is $10.59 Mil, reflecting a 133.59% gain to date.

Curbstone Financial Management Corp VOO ($583.26) Holding Chart

Curbstone Financial Management Corp VOO ($583.26) 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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