Number of Shares
461,800.00
Current Holdings Value*
$237.32 Mil
% of Portfolio
7.73%
Total Estimate Gain
$245.16 Mil
% of Total Estimate Gain
35.36%

Karpus Management, Inc.'s Vanguard S&P 500 ETF Holding Summary

As of 2025-03-31, Karpus Management, Inc. held 461,800.00 shares of Vanguard S&P 500 ETF(VOO), totaling $237.32 Mil. This investment constitutes 7.73% of their stock portfolio, and Karpus Management, Inc. now holds 0.04% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2014Q1. And since then Karpus Management, Inc. has made 15 purchases of VOO, at an average price of $244.60, for a total of 2.83 Mil shares. In addition, there have been 16 sales at an average price of $282.31 for 2.37 Mil shares. Based on historical transaction data and VOO's current price of $581.72, Karpus Management, Inc.'s estimated gain on his VOO holdings is $245.16 Mil, reflecting a 35.36% gain to date.

Karpus Management, Inc. VOO ($581.72) Holding Chart

Karpus Management, Inc. VOO ($581.72) 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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