Evanson Asset Management, LLC VOO Holdings History
Evanson Asset Management, LLC's Vanguard S&P 500 ETF Holding Summary
As of 2025-03-31, Evanson Asset Management, LLC held 40,875.00 shares of Vanguard S&P 500 ETF(VOO), totaling $21.01 Mil. This investment constitutes 1.49% of their stock portfolio, and Evanson Asset Management, LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2014Q1. And since then Evanson Asset Management, LLC has made 23 purchases of VOO, at an average price of $420.91, for a total of 48,051.00 shares. In addition, there have been 5 sales at an average price of $399.40 for 7,176.00 shares. Based on historical transaction data and VOO's current price of $573.22, Evanson Asset Management, LLC's estimated gain on his VOO holdings is $6.07 Mil, reflecting a 30.02% gain to date.
Evanson Asset Management, LLC VOO ($573.22) Holding Chart
Evanson Asset Management, 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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