Number of Shares
294,592.00
Current Holdings Value*
$158.73 Mil
% of Portfolio
7.07%
Total Estimate Gain
$74.25 Mil
% of Total Estimate Gain
59.69%

Edge Capital Group, LLC's Vanguard S&P 500 ETF Holding Summary

As of 2024-12-31, Edge Capital Group, LLC held 294,592.00 shares of Vanguard S&P 500 ETF(VOO), totaling $158.73 Mil. This investment constitutes 7.07% of their stock portfolio, and Edge Capital Group, LLC now holds 0.03% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2018Q4. And since then Edge Capital Group, LLC has made 13 purchases of VOO, at an average price of $333.54, for a total of 372,946.00 shares. In addition, there have been 11 sales at an average price of $342.32 for 78,354.00 shares. Based on historical transaction data and VOO's current price of $583.26, Edge Capital Group, LLC's estimated gain on his VOO holdings is $74.25 Mil, reflecting a 59.69% gain to date.

Edge Capital Group, LLC VOO ($583.26) Holding Chart

Edge Capital Group, LLC VOO ($583.26) 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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