ELM ADVISORS, LLC VOO Holdings History

Number of Shares
12,466.00
Current Holdings Value*
$5.18 Mil
% of Portfolio
6.99%
Total Estimate Gain
$7.56 Mil
% of Total Estimate Gain
137.55%

ELM ADVISORS, LLC's Vanguard S&P 500 ETF Holding Summary

As of 2022-03-31, ELM ADVISORS, LLC held 12,466.00 shares of Vanguard S&P 500 ETF(VOO), totaling $5.18 Mil. This investment constitutes 6.99% of their stock portfolio, and ELM ADVISORS, LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2013Q4. And since then ELM ADVISORS, LLC has made 13 purchases of VOO, at an average price of $188.24, for a total of 29,195.00 shares. In addition, there have been 12 sales at an average price of $353.23 for 16,729.00 shares. Based on historical transaction data and VOO's current price of $573.22, ELM ADVISORS, LLC's estimated gain on his VOO holdings is $7.56 Mil, reflecting a 137.55% gain to date.

ELM ADVISORS, LLC VOO ($573.22) Holding Chart

ELM ADVISORS, LLC VOO ($573.22) 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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