Number of Shares
20,814.00
Current Holdings Value*
$10.01 Mil
% of Portfolio
15.99%
Total Estimate Gain
$8.42 Mil
% of Total Estimate Gain
48.55%

Mercer Investments LLC's Vanguard S&P 500 ETF Holding Summary

As of 2024-03-31, Mercer Investments LLC held 20,814.00 shares of Vanguard S&P 500 ETF(VOO), totaling $10.01 Mil. This investment constitutes 15.99% of their stock portfolio, and Mercer Investments LLC now holds -% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2014Q4. And since then Mercer Investments LLC has made 20 purchases of VOO, at an average price of $308.43, for a total of 56,236.00 shares. In addition, there have been 8 sales at an average price of $389.02 for 35,422.00 shares. Based on historical transaction data and VOO's current price of $575.85, Mercer Investments LLC's estimated gain on his VOO holdings is $8.42 Mil, reflecting a 48.55% gain to date.

Mercer Investments LLC VOO ($575.85) Holding Chart

Mercer Investments LLC VOO ($575.85) 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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