David Kennon Inc VOO Holdings History
Number of Shares
85,082.00
Current Holdings Value*
$43.72 Mil
% of Portfolio
17.41%
Total Estimate Gain
$18.32 Mil
% of Total Estimate Gain
55.85%
David Kennon Inc's Vanguard S&P 500 ETF Holding Summary
As of 2025-03-31, David Kennon Inc held 85,082.00 shares of Vanguard S&P 500 ETF(VOO), totaling $43.72 Mil. This investment constitutes 17.41% of their stock portfolio, and David Kennon Inc now holds 0.01% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2023Q1. And since then David Kennon Inc has made 5 purchases of VOO, at an average price of $366.71, for a total of 89,438.00 shares. In addition, there have been 4 sales at an average price of $499.52 for 4,356.00 shares. Based on historical transaction data and VOO's current price of $575.22, David Kennon Inc's estimated gain on his VOO holdings is $18.32 Mil, reflecting a 55.85% gain to date.
David Kennon Inc VOO ($575.22) Holding Chart
David Kennon Inc VOO ($575.22) 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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