Number of Shares
207,051.00
Current Holdings Value*
$67.97 Mil
% of Portfolio
40.69%
Total Estimate Gain
$99.96 Mil
% of Total Estimate Gain
107.34%

HM Capital Management, LLC's Vanguard S&P 500 ETF Holding Summary

As of 2022-09-30, HM Capital Management, LLC held 207,051.00 shares of Vanguard S&P 500 ETF(VOO), totaling $67.97 Mil. This investment constitutes 40.69% of their stock portfolio, and HM Capital Management, LLC now holds 0.03% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2013Q4. And since then HM Capital Management, LLC has made 16 purchases of VOO, at an average price of $213.23, for a total of 436,744.00 shares. In addition, there have been 11 sales at an average price of $323.94 for 229,693.00 shares. Based on historical transaction data and VOO's current price of $573.22, HM Capital Management, LLC's estimated gain on his VOO holdings is $99.96 Mil, reflecting a 107.34% gain to date.

HM Capital Management, LLC VOO ($573.22) Holding Chart

HM Capital Management, LLC VOO ($573.22) 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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