Lloyd Advisory Services, LLC. VOO Holdings History
Lloyd Advisory Services, LLC.'s Vanguard S&P 500 ETF Holding Summary
As of 2025-06-30, Lloyd Advisory Services, LLC. held 11,630.00 shares of Vanguard S&P 500 ETF(VOO), totaling $6.61 Mil. This investment constitutes 3.19% of their stock portfolio, and Lloyd Advisory Services, LLC. now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2019Q4. And since then Lloyd Advisory Services, LLC. has made 3 purchases of VOO, at an average price of $384.60, for a total of 80,416.00 shares. In addition, there have been 17 sales at an average price of $437.98 for 68,786.00 shares. Based on historical transaction data and VOO's current price of $577.95, Lloyd Advisory Services, LLC.'s estimated gain on his VOO holdings is $5.92 Mil, reflecting a 19.14% gain to date.
Lloyd Advisory Services, LLC. VOO ($577.95) Holding Chart
Lloyd Advisory Services, LLC. VOO ($577.95) 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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