HBK Sorce Advisory LLC VOO Holdings History
HBK Sorce Advisory LLC's Vanguard S&P 500 ETF Holding Summary
As of 2025-03-31, HBK Sorce Advisory LLC held 94,186.00 shares of Vanguard S&P 500 ETF(VOO), totaling $48.40 Mil. This investment constitutes 1.42% of their stock portfolio, and HBK Sorce Advisory LLC now holds 0.01% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2014Q2. And since then HBK Sorce Advisory LLC has made 19 purchases of VOO, at an average price of $326.42, for a total of 210,044.00 shares. In addition, there have been 16 sales at an average price of $359.96 for 115,858.00 shares. Based on historical transaction data and VOO's current price of $568.03, HBK Sorce Advisory LLC's estimated gain on his VOO holdings is $26.64 Mil, reflecting a 38.86% gain to date.
HBK Sorce Advisory LLC VOO ($568.03) Holding Chart
HBK Sorce Advisory LLC VOO ($568.03) 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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