Number of Shares
60,211.00
Current Holdings Value*
$23.75 Mil
% of Portfolio
7.88%
Total Estimate Gain
$19.04 Mil
% of Total Estimate Gain
34.62%

DeGreen Capital Management LLC's Vanguard S&P 500 ETF Holding Summary

As of 2021-09-30, DeGreen Capital Management LLC held 60,211.00 shares of Vanguard S&P 500 ETF(VOO), totaling $23.75 Mil. This investment constitutes 7.88% of their stock portfolio, and DeGreen Capital Management LLC now holds 0.01% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2018Q2. And since then DeGreen Capital Management LLC has made 6 purchases of VOO, at an average price of $281.09, for a total of 195,707.00 shares. In addition, there have been 8 sales at an average price of $294.61 for 135,496.00 shares. Based on historical transaction data and VOO's current price of $566.95, DeGreen Capital Management LLC's estimated gain on his VOO holdings is $19.04 Mil, reflecting a 34.62% gain to date.

DeGreen Capital Management LLC VOO ($566.95) Holding Chart

DeGreen Capital Management LLC VOO ($566.95) 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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