Number of Shares
48,772.00
Current Holdings Value*
$25.06 Mil
% of Portfolio
1.03%
Total Estimate Gain
$8.23 Mil
% of Total Estimate Gain
24.24%

LEVEL FOUR ADVISORY SERVICES, LLC's Vanguard S&P 500 ETF Holding Summary

As of 2025-03-31, LEVEL FOUR ADVISORY SERVICES, LLC held 48,772.00 shares of Vanguard S&P 500 ETF(VOO), totaling $25.06 Mil. This investment constitutes 1.03% of their stock portfolio, and LEVEL FOUR ADVISORY SERVICES, LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2018Q2. And since then LEVEL FOUR ADVISORY SERVICES, LLC has made 16 purchases of VOO, at an average price of $384.87, for a total of 88,169.00 shares. In addition, there have been 11 sales at an average price of $360.52 for 39,397.00 shares. Based on historical transaction data and VOO's current price of $573.22, LEVEL FOUR ADVISORY SERVICES, LLC's estimated gain on his VOO holdings is $8.23 Mil, reflecting a 24.24% gain to date.

LEVEL FOUR ADVISORY SERVICES, LLC VOO ($573.22) Holding Chart

LEVEL FOUR ADVISORY SERVICES, LLC VOO ($573.22) 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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