Keel Point Advisors, LLC VOO Holdings History
Number of Shares
270,388.00
Current Holdings Value*
$50.94 Mil
% of Portfolio
42.76%
Total Estimate Gain
$106.40 Mil
% of Total Estimate Gain
213.37%
Keel Point Advisors, LLC's Vanguard S&P 500 ETF Holding Summary
As of 2014-12-31, Keel Point Advisors, LLC held 270,388.00 shares of Vanguard S&P 500 ETF(VOO), totaling $50.94 Mil. This investment constitutes 42.76% of their stock portfolio, and Keel Point Advisors, LLC now holds 0.04% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2014Q4. Based on historical transaction data and VOO's current price of $577.95, Keel Point Advisors, LLC's estimated gain on his VOO holdings is $106.40 Mil, reflecting a 213.37% gain to date.
Keel Point Advisors, LLC VOO ($577.95) Holding Chart
Keel Point 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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