Number of Shares
183,759.00
Current Holdings Value*
$88.33 Mil
% of Portfolio
15.95%
Total Estimate Gain
$45.41 Mil
% of Total Estimate Gain
31.50%

Financial Advisory Group's Vanguard S&P 500 ETF Holding Summary

As of 2024-03-31, Financial Advisory Group held 183,759.00 shares of Vanguard S&P 500 ETF(VOO), totaling $88.33 Mil. This investment constitutes 15.95% of their stock portfolio, and Financial Advisory Group now holds -% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2019Q4. And since then Financial Advisory Group has made 8 purchases of VOO, at an average price of $329.69, for a total of 437,349.00 shares. In addition, there have been 10 sales at an average price of $342.08 for 253,590.00 shares. Based on historical transaction data and VOO's current price of $559.71, Financial Advisory Group's estimated gain on his VOO holdings is $45.41 Mil, reflecting a 31.50% gain to date.

Financial Advisory Group VOO ($559.71) Holding Chart

Financial Advisory Group VOO ($559.71) 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 %

Top Ranked Articles

  • 1