Number of Shares
110,107.00
Current Holdings Value*
$62.54 Mil
% of Portfolio
23.33%
Total Estimate Gain
$24.70 Mil
% of Total Estimate Gain
33.16%

Investment Research & Advisory Group, Inc.'s Vanguard S&P 500 ETF Holding Summary

As of 2025-06-30, Investment Research & Advisory Group, Inc. held 110,107.00 shares of Vanguard S&P 500 ETF(VOO), totaling $62.54 Mil. This investment constitutes 23.33% of their stock portfolio, and Investment Research & Advisory Group, Inc. now holds 0.01% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2019Q4. And since then Investment Research & Advisory Group, Inc. has made 12 purchases of VOO, at an average price of $340.67, for a total of 218,672.00 shares. In addition, there have been 10 sales at an average price of $327.56 for 108,565.00 shares. Based on historical transaction data and VOO's current price of $577.95, Investment Research & Advisory Group, Inc.'s estimated gain on his VOO holdings is $24.70 Mil, reflecting a 33.16% gain to date.

Investment Research & Advisory Group, Inc. VOO ($577.95) Holding Chart

Investment Research & Advisory Group, Inc. VOO ($577.95) 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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