Number of Shares
5,923.00
Current Holdings Value*
$3.36 Mil
% of Portfolio
2.99%
Total Estimate Gain
$819,671.04
% of Total Estimate Gain
19.15%

DB Fitzpatrick & Co, Inc's Vanguard S&P 500 ETF Holding Summary

As of 2025-06-30, DB Fitzpatrick & Co, Inc held 5,923.00 shares of Vanguard S&P 500 ETF(VOO), totaling $3.36 Mil. This investment constitutes 2.99% of their stock portfolio, and DB Fitzpatrick & Co, Inc now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2021Q4. And since then DB Fitzpatrick & Co, Inc has made 7 purchases of VOO, at an average price of $425.74, for a total of 10,055.00 shares. In addition, there have been 7 sales at an average price of $407.41 for 4,132.00 shares. Based on historical transaction data and VOO's current price of $576.92, DB Fitzpatrick & Co, Inc's estimated gain on his VOO holdings is $819,671.04, reflecting a 19.15% gain to date.

DB Fitzpatrick & Co, Inc VOO ($576.92) Holding Chart

DB Fitzpatrick & Co, 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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