Daniels&Tansey,LLP VOO Holdings History

Number of Shares
29,314.00
Current Holdings Value*
$1.48 Mil
% of Portfolio
0.51%
Total Estimate Gain
$18.18 Mil
% of Total Estimate Gain
30.87%

Daniels&Tansey,LLP's Vanguard S&P 500 ETF Holding Summary

As of 2023-09-30, Daniels&Tansey,LLP held 29,314.00 shares of Vanguard S&P 500 ETF(VOO), totaling $1.48 Mil. This investment constitutes 0.51% of their stock portfolio, and Daniels&Tansey,LLP now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2020Q3. And since then Daniels&Tansey,LLP has made 9 purchases of VOO, at an average price of $333.59, for a total of 176,520.00 shares. In addition, there have been 3 sales at an average price of $408.63 for 147,206.00 shares. Based on historical transaction data and VOO's current price of $576.92, Daniels&Tansey,LLP's estimated gain on his VOO holdings is $18.18 Mil, reflecting a 30.87% gain to date.

Daniels&Tansey,LLP VOO ($576.92) Holding Chart

Daniels&Tansey,LLP 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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