Number of Shares
34,965.00
Current Holdings Value*
$19.86 Mil
% of Portfolio
2.77%
Total Estimate Gain
$10.28 Mil
% of Total Estimate Gain
14.67%

Legacy Financial Group LLC's Vanguard S&P 500 ETF Holding Summary

As of 2025-06-30, Legacy Financial Group LLC held 34,965.00 shares of Vanguard S&P 500 ETF(VOO), totaling $19.86 Mil. This investment constitutes 2.77% of their stock portfolio, and Legacy Financial Group LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2022Q4. And since then Legacy Financial Group LLC has made 6 purchases of VOO, at an average price of $415.03, for a total of 168,916.00 shares. In addition, there have been 6 sales at an average price of $449.55 for 133,951.00 shares. Based on historical transaction data and VOO's current price of $576.92, Legacy Financial Group LLC's estimated gain on his VOO holdings is $10.28 Mil, reflecting a 14.67% gain to date.

Legacy Financial Group LLC VOO ($576.92) Holding Chart

Legacy Financial Group 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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