Efficient Frontier Advisors LLC VOO Holdings History
Number of Shares
1,239.00
Current Holdings Value*
$703,840.00
% of Portfolio
0.45%
Total Estimate Gain
$44,337.06
% of Total Estimate Gain
6.62%
Efficient Frontier Advisors LLC's Vanguard S&P 500 ETF Holding Summary
As of 2025-06-30, Efficient Frontier Advisors LLC held 1,239.00 shares of Vanguard S&P 500 ETF(VOO), totaling $703,840.00. This investment constitutes 0.45% of their stock portfolio, and Efficient Frontier Advisors LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2025Q1. And since then Efficient Frontier Advisors LLC has made 2 purchases of VOO, at an average price of $540.56, for a total of 1,239.00 shares. Based on historical transaction data and VOO's current price of $576.34, Efficient Frontier Advisors LLC's estimated gain on his VOO holdings is $44,337.06, reflecting a 6.62% gain to date.
Efficient Frontier Advisors LLC VOO ($576.34) Holding Chart
Efficient Frontier Advisors LLC VOO ($576.34) 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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