LGL PARTNERS, LLC VOO Holdings History

Number of Shares
1,807.00
Current Holdings Value*
$928,770.00
% of Portfolio
0.45%
Total Estimate Gain
$44.07 Mil
% of Total Estimate Gain
21.09%

LGL PARTNERS, LLC's Vanguard S&P 500 ETF Holding Summary

As of 2025-03-31, LGL PARTNERS, LLC held 1,807.00 shares of Vanguard S&P 500 ETF(VOO), totaling $928,770.00. This investment constitutes 0.45% of their stock portfolio, and LGL PARTNERS, LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2018Q2. And since then LGL PARTNERS, LLC has made 7 purchases of VOO, at an average price of $444.38, for a total of 470,312.00 shares. In addition, there have been 8 sales at an average price of $537.94 for 468,505.00 shares. Based on historical transaction data and VOO's current price of $576.14, LGL PARTNERS, LLC's estimated gain on his VOO holdings is $44.07 Mil, reflecting a 21.09% gain to date.

LGL PARTNERS, LLC VOO ($576.14) Holding Chart

LGL PARTNERS, LLC VOO ($576.14) 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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