INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC VOO Holdings History
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC's Vanguard S&P 500 ETF Holding Summary
As of 2024-06-30, INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC held 85,340.00 shares of Vanguard S&P 500 ETF(VOO), totaling $42.68 Mil. This investment constitutes 6.52% of their stock portfolio, and INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC now holds -% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2018Q2. And since then INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC has made 20 purchases of VOO, at an average price of $334.74, for a total of 107,303.00 shares. In addition, there have been 5 sales at an average price of $370.01 for 21,963.00 shares. Based on historical transaction data and VOO's current price of $570.61, INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC's estimated gain on his VOO holdings is $20.90 Mil, reflecting a 58.20% gain to date.
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC VOO ($570.61) Holding Chart
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC VOO ($570.61) 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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