MCMORGAN & CO LLC VOO Holdings History

Number of Shares
18,599.00
Current Holdings Value*
$9.56 Mil
% of Portfolio
1.53%
Total Estimate Gain
$23.66 Mil
% of Total Estimate Gain
26.67%

MCMORGAN & CO LLC's Vanguard S&P 500 ETF Holding Summary

As of 2025-03-31, MCMORGAN & CO LLC held 18,599.00 shares of Vanguard S&P 500 ETF(VOO), totaling $9.56 Mil. This investment constitutes 1.53% of their stock portfolio, and MCMORGAN & CO LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2021Q2. And since then MCMORGAN & CO LLC has made 7 purchases of VOO, at an average price of $387.34, for a total of 229,062.00 shares. In addition, there have been 8 sales at an average price of $483.58 for 210,463.00 shares. Based on historical transaction data and VOO's current price of $570.61, MCMORGAN & CO LLC's estimated gain on his VOO holdings is $23.66 Mil, reflecting a 26.67% gain to date.

MCMORGAN & CO LLC VOO ($570.61) Holding Chart

MCMORGAN & CO LLC VOO ($570.61) 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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