Number of Shares
161,930.00
Current Holdings Value*
$77.84 Mil
% of Portfolio
1.88%
Total Estimate Gain
$30.06 Mil
% of Total Estimate Gain
32.87%

InterOcean Capital Group, LLC's Vanguard S&P 500 ETF Holding Summary

As of 2024-03-31, InterOcean Capital Group, LLC held 161,930.00 shares of Vanguard S&P 500 ETF(VOO), totaling $77.84 Mil. This investment constitutes 1.88% of their stock portfolio, and InterOcean Capital Group, LLC now holds -% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2020Q4. And since then InterOcean Capital Group, LLC has made 9 purchases of VOO, at an average price of $387.64, for a total of 235,905.00 shares. In addition, there have been 4 sales at an average price of $383.32 for 73,975.00 shares. Based on historical transaction data and VOO's current price of $575.22, InterOcean Capital Group, LLC's estimated gain on his VOO holdings is $30.06 Mil, reflecting a 32.87% gain to date.

InterOcean Capital Group, LLC VOO ($575.22) Holding Chart

InterOcean Capital Group, 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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