Number of Shares
587,897.00
Current Holdings Value*
$302.13 Mil
% of Portfolio
1.46%
Total Estimate Gain
$106.88 Mil
% of Total Estimate Gain
29.22%

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

As of 2025-03-31, Kestra Advisory Services, LLC held 587,897.00 shares of Vanguard S&P 500 ETF(VOO), totaling $302.13 Mil. This investment constitutes 1.46% of their stock portfolio, and Kestra Advisory Services, LLC now holds 0.05% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2020Q3. And since then Kestra Advisory Services, LLC has made 11 purchases of VOO, at an average price of $411.40, for a total of 889,252.00 shares. In addition, there have been 6 sales at an average price of $431.56 for 301,355.00 shares. Based on historical transaction data and VOO's current price of $582.86, Kestra Advisory Services, LLC's estimated gain on his VOO holdings is $106.88 Mil, reflecting a 29.22% gain to date.

Kestra Advisory Services, LLC VOO ($582.86) Holding Chart

Kestra Advisory Services, LLC VOO ($582.86) 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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