Number of Shares
33,876.00
Current Holdings Value*
$17.41 Mil
% of Portfolio
8.59%
Total Estimate Gain
$2.13 Mil
% of Total Estimate Gain
12.32%

Elios Financial Group Inc.'s Vanguard S&P 500 ETF Holding Summary

As of 2025-03-31, Elios Financial Group Inc. held 33,876.00 shares of Vanguard S&P 500 ETF(VOO), totaling $17.41 Mil. This investment constitutes 8.59% of their stock portfolio, and Elios Financial Group Inc. now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2024Q3. And since then Elios Financial Group Inc. has made 2 purchases of VOO, at an average price of $509.12, for a total of 33,876.00 shares. Based on historical transaction data and VOO's current price of $571.86, Elios Financial Group Inc.'s estimated gain on his VOO holdings is $2.13 Mil, reflecting a 12.32% gain to date.

Elios Financial Group Inc. VOO ($571.86) Holding Chart

Elios Financial Group Inc. VOO ($571.86) 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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