Detalus Advisors, LLC VOO Holdings History

Number of Shares
10,639.00
Current Holdings Value*
$5.47 Mil
% of Portfolio
1.72%
Total Estimate Gain
$3.65 Mil
% of Total Estimate Gain
76.98%

Detalus Advisors, LLC's Vanguard S&P 500 ETF Holding Summary

As of 2025-03-31, Detalus Advisors, LLC held 10,639.00 shares of Vanguard S&P 500 ETF(VOO), totaling $5.47 Mil. This investment constitutes 1.72% of their stock portfolio, and Detalus Advisors, LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2019Q4. And since then Detalus Advisors, LLC has made 9 purchases of VOO, at an average price of $290.09, for a total of 16,337.00 shares. In addition, there have been 12 sales at an average price of $385.16 for 5,698.00 shares. Based on historical transaction data and VOO's current price of $582.08, Detalus Advisors, LLC's estimated gain on his VOO holdings is $3.65 Mil, reflecting a 76.98% gain to date.

Detalus Advisors, LLC VOO ($582.08) Holding Chart

Detalus Advisors, LLC VOO ($582.08) 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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