Number of Shares
21,032.00
Current Holdings Value*
$11.95 Mil
% of Portfolio
2.98%
Total Estimate Gain
$1.64 Mil
% of Total Estimate Gain
13.61%

KPP Advisory Services LLC's Vanguard S&P 500 ETF Holding Summary

As of 2025-06-30, KPP Advisory Services LLC held 21,032.00 shares of Vanguard S&P 500 ETF(VOO), totaling $11.95 Mil. This investment constitutes 2.98% of their stock portfolio, and KPP Advisory Services LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2023Q3. And since then KPP Advisory Services LLC has made 5 purchases of VOO, at an average price of $495.81, for a total of 24,322.00 shares. In addition, there have been 2 sales at an average price of $441.84 for 3,290.00 shares. Based on historical transaction data and VOO's current price of $582.26, KPP Advisory Services LLC's estimated gain on his VOO holdings is $1.64 Mil, reflecting a 13.61% gain to date.

KPP Advisory Services LLC VOO ($582.26) Holding Chart

KPP Advisory Services LLC VOO ($582.26) 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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