Global Financial Private Client, LLC VOO Holdings History
Global Financial Private Client, LLC's Vanguard S&P 500 ETF Holding Summary
As of 2025-06-30, Global Financial Private Client, LLC held 14,926.00 shares of Vanguard S&P 500 ETF(VOO), totaling $8.48 Mil. This investment constitutes 3.18% of their stock portfolio, and Global Financial Private Client, LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2019Q4. And since then Global Financial Private Client, LLC has made 19 purchases of VOO, at an average price of $361.13, for a total of 21,982.00 shares. In addition, there have been 3 sales at an average price of $393.85 for 7,056.00 shares. Based on historical transaction data and VOO's current price of $576.92, Global Financial Private Client, LLC's estimated gain on his VOO holdings is $3.45 Mil, reflecting a 43.48% gain to date.
Global Financial Private Client, LLC VOO ($576.92) Holding Chart
Global Financial Private Client, LLC VOO ($576.92) 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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