KDT Advisors, LLC VOO Holdings History
Number of Shares
14,365.00
Current Holdings Value*
$7.38 Mil
% of Portfolio
10.85%
Total Estimate Gain
$519,786.05
% of Total Estimate Gain
6.68%
KDT Advisors, LLC's Vanguard S&P 500 ETF Holding Summary
As of 2025-03-31, KDT Advisors, LLC held 14,365.00 shares of Vanguard S&P 500 ETF(VOO), totaling $7.38 Mil. This investment constitutes 10.85% of their stock portfolio, and KDT Advisors, LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2024Q4. And since then KDT Advisors, LLC has made 1 purchases of VOO, at an average price of $541.77, for a total of 14,365.00 shares. Based on historical transaction data and VOO's current price of $577.95, KDT Advisors, LLC's estimated gain on his VOO holdings is $519,786.05, reflecting a 6.68% gain to date.
KDT Advisors, LLC VOO ($577.95) Holding Chart
KDT Advisors, LLC 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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