LOUNTZIS ASSET MANAGEMENT, LLC VOO Holdings History
LOUNTZIS ASSET MANAGEMENT, LLC's Vanguard S&P 500 ETF Holding Summary
As of 2025-03-31, LOUNTZIS ASSET MANAGEMENT, LLC held 1,010.00 shares of Vanguard S&P 500 ETF(VOO), totaling $511,480.00. This investment constitutes 0.19% of their stock portfolio, and LOUNTZIS ASSET MANAGEMENT, LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2025Q1. And since then LOUNTZIS ASSET MANAGEMENT, LLC has made 1 purchases of VOO, at an average price of $540.58, for a total of 1,010.00 shares. Based on historical transaction data and VOO's current price of $576.92, LOUNTZIS ASSET MANAGEMENT, LLC's estimated gain on his VOO holdings is $36,703.40, reflecting a 6.72% gain to date.
LOUNTZIS ASSET MANAGEMENT, LLC VOO ($576.92) Holding Chart
LOUNTZIS ASSET MANAGEMENT, LLC VOO ($576.92) 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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