Number of Shares
651,676.00
Current Holdings Value*
$334.90 Mil
% of Portfolio
63.09%
Total Estimate Gain
$117.45 Mil
% of Total Estimate Gain
27.99%

Liquid Strategies, LLC's Vanguard S&P 500 ETF Holding Summary

As of 2025-03-31, Liquid Strategies, LLC held 651,676.00 shares of Vanguard S&P 500 ETF(VOO), totaling $334.90 Mil. This investment constitutes 63.09% of their stock portfolio, and Liquid Strategies, LLC now holds 0.05% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2019Q4. And since then Liquid Strategies, LLC has made 16 purchases of VOO, at an average price of $398.45, for a total of 1.05 Mil shares. In addition, there have been 5 sales at an average price of $411.86 for 401,428.00 shares. Based on historical transaction data and VOO's current price of $570.41, Liquid Strategies, LLC's estimated gain on his VOO holdings is $117.45 Mil, reflecting a 27.99% gain to date.

Liquid Strategies, LLC VOO ($570.41) Holding Chart

Liquid Strategies, LLC VOO ($570.41) 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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