Number of Shares
11,537.00
Current Holdings Value*
$6.55 Mil
% of Portfolio
3.78%
Total Estimate Gain
$1.98 Mil
% of Total Estimate Gain
29.45%

First City Capital Management, Inc.'s Vanguard S&P 500 ETF Holding Summary

As of 2025-06-30, First City Capital Management, Inc. held 11,537.00 shares of Vanguard S&P 500 ETF(VOO), totaling $6.55 Mil. This investment constitutes 3.78% of their stock portfolio, and First City Capital Management, Inc. now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2018Q2. And since then First City Capital Management, Inc. has made 22 purchases of VOO, at an average price of $370.17, for a total of 18,192.00 shares. In addition, there have been 6 sales at an average price of $307.93 for 6,655.00 shares. Based on historical transaction data and VOO's current price of $577.95, First City Capital Management, Inc.'s estimated gain on his VOO holdings is $1.98 Mil, reflecting a 29.45% gain to date.

First City Capital Management, Inc. VOO ($577.95) Holding Chart

First City Capital Management, Inc. VOO ($577.95) 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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