Number of Shares
294,500.00
Current Holdings Value*
$151.35 Mil
% of Portfolio
16.07%
Total Estimate Gain
$30.15 Mil
% of Total Estimate Gain
21.35%

MEANS INVESTMENT CO., INC.'s Vanguard S&P 500 ETF Holding Summary

As of 2025-03-31, MEANS INVESTMENT CO., INC. held 294,500.00 shares of Vanguard S&P 500 ETF(VOO), totaling $151.35 Mil. This investment constitutes 16.07% of their stock portfolio, and MEANS INVESTMENT CO., INC. now holds 0.02% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2022Q1. And since then MEANS INVESTMENT CO., INC. has made 13 purchases of VOO, at an average price of $479.70, for a total of 294,500.00 shares. Based on historical transaction data and VOO's current price of $582.09, MEANS INVESTMENT CO., INC.'s estimated gain on his VOO holdings is $30.15 Mil, reflecting a 21.35% gain to date.

MEANS INVESTMENT CO., INC. VOO ($582.09) Holding Chart

MEANS INVESTMENT CO., INC. VOO ($582.09) 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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