Number of Shares
14,448.00
Current Holdings Value*
$7.42 Mil
% of Portfolio
3.91%
Total Estimate Gain
$2.39 Mil
% of Total Estimate Gain
38.92%

Independent Family Office, LLC's Vanguard S&P 500 ETF Holding Summary

As of 2025-03-31, Independent Family Office, LLC held 14,448.00 shares of Vanguard S&P 500 ETF(VOO), totaling $7.42 Mil. This investment constitutes 3.91% of their stock portfolio, and Independent Family Office, LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2022Q1. And since then Independent Family Office, LLC has made 10 purchases of VOO, at an average price of $413.41, for a total of 14,848.00 shares. In addition, there have been 2 sales at an average price of $541.63 for 400.00 shares. Based on historical transaction data and VOO's current price of $575.22, Independent Family Office, LLC's estimated gain on his VOO holdings is $2.39 Mil, reflecting a 38.92% gain to date.

Independent Family Office, LLC VOO ($575.22) Holding Chart

Independent Family Office, LLC VOO ($575.22) 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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