Number of Shares
65,142.00
Current Holdings Value*
$35.10 Mil
% of Portfolio
35.67%
Total Estimate Gain
$28.91 Mil
% of Total Estimate Gain
77.03%

MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income's Vanguard S&P 500 ETF Holding Summary

As of 2024-12-31, MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income held 65,142.00 shares of Vanguard S&P 500 ETF(VOO), totaling $35.10 Mil. This investment constitutes 35.67% of their stock portfolio, and MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income now holds 0.01% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2020Q2. And since then MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income has made 2 purchases of VOO, at an average price of $268.63, for a total of 139,691.00 shares. In addition, there have been 12 sales at an average price of $402.04 for 74,549.00 shares. Based on historical transaction data and VOO's current price of $559.72, MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income's estimated gain on his VOO holdings is $28.91 Mil, reflecting a 77.03% gain to date.

MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income VOO ($559.72) Holding Chart

MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income VOO ($559.72) 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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