Number of Shares
17,414.00
Current Holdings Value*
$9.89 Mil
% of Portfolio
0.87%
Total Estimate Gain
$-1.11 Mil
% of Total Estimate Gain
-1.62%

Magnus Financial Group LLC's Vanguard S&P 500 ETF Holding Summary

As of 2025-06-30, Magnus Financial Group LLC held 17,414.00 shares of Vanguard S&P 500 ETF(VOO), totaling $9.89 Mil. This investment constitutes 0.87% of their stock portfolio, and Magnus Financial Group LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2018Q4. And since then Magnus Financial Group LLC has made 17 purchases of VOO, at an average price of $297.19, for a total of 230,886.00 shares. In addition, there have been 7 sales at an average price of $269.09 for 213,472.00 shares. Based on historical transaction data and VOO's current price of $577.95, Magnus Financial Group LLC's estimated gain on his VOO holdings is $-1.11 Mil, reflecting a -1.62% gain to date.

Magnus Financial Group LLC VOO ($577.95) Holding Chart

Magnus Financial Group 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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