JMG Financial Group, Ltd. VOO Holdings History
JMG Financial Group, Ltd.'s Vanguard S&P 500 ETF Holding Summary
As of 2025-03-31, JMG Financial Group, Ltd. held 1.39 Mil shares of Vanguard S&P 500 ETF(VOO), totaling $715.43 Mil. This investment constitutes 24.13% of their stock portfolio, and JMG Financial Group, Ltd. now holds 0.12% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2013Q4. And since then JMG Financial Group, Ltd. has made 30 purchases of VOO, at an average price of $283.78, for a total of 1.59 Mil shares. In addition, there have been 7 sales at an average price of $263.17 for 202,271.00 shares. Based on historical transaction data and VOO's current price of $574.35, JMG Financial Group, Ltd.'s estimated gain on his VOO holdings is $400.34 Mil, reflecting a 88.48% gain to date.
JMG Financial Group, Ltd. VOO ($574.35) Holding Chart
JMG Financial Group, Ltd. VOO ($574.35) 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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