M.D. Sass, LLC VOO Holdings History
M.D. Sass, LLC's Vanguard S&P 500 ETF Holding Summary
As of 2025-03-31, M.D. Sass, LLC held 40,830.00 shares of Vanguard S&P 500 ETF(VOO), totaling $20.98 Mil. This investment constitutes 1.85% of their stock portfolio, and M.D. Sass, LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2022Q3. And since then M.D. Sass, LLC has made 6 purchases of VOO, at an average price of $385.16, for a total of 188,088.00 shares. In addition, there have been 3 sales at an average price of $524.27 for 147,258.00 shares. Based on historical transaction data and VOO's current price of $573.74, M.D. Sass, LLC's estimated gain on his VOO holdings is $28.19 Mil, reflecting a 38.91% gain to date.
M.D. Sass, LLC VOO ($573.74) Holding Chart
M.D. Sass, LLC VOO ($573.74) 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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