Number of Shares
3,368.00
Current Holdings Value*
$1.77 Mil
% of Portfolio
0.79%
Total Estimate Gain
$214,834.95
% of Total Estimate Gain
12.12%

HAZLETT, BURT & WATSON, INC.'s Vanguard S&P 500 ETF Holding Summary

As of 2025-03-31, HAZLETT, BURT & WATSON, INC. held 3,368.00 shares of Vanguard S&P 500 ETF(VOO), totaling $1.77 Mil. This investment constitutes 0.79% of their stock portfolio, and HAZLETT, BURT & WATSON, INC. now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2022Q1. And since then HAZLETT, BURT & WATSON, INC. has made 7 purchases of VOO, at an average price of $509.79, for a total of 3,478.00 shares. In addition, there have been 2 sales at an average price of $406.43 for 110.00 shares. Based on historical transaction data and VOO's current price of $576.95, HAZLETT, BURT & WATSON, INC.'s estimated gain on his VOO holdings is $214,834.95, reflecting a 12.12% gain to date.

HAZLETT, BURT & WATSON, INC. VOO ($576.95) Holding Chart

HAZLETT, BURT & WATSON, INC. VOO ($576.95) 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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