Merit Financial Group, LLC VOO Holdings History
Merit Financial Group, LLC's Vanguard S&P 500 ETF Holding Summary
As of 2025-03-31, Merit Financial Group, LLC held 360,223.00 shares of Vanguard S&P 500 ETF(VOO), totaling $185.12 Mil. This investment constitutes 2.77% of their stock portfolio, and Merit Financial Group, LLC now holds 0.03% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2018Q2. And since then Merit Financial Group, LLC has made 14 purchases of VOO, at an average price of $372.79, for a total of 654,501.00 shares. In addition, there have been 11 sales at an average price of $503.85 for 294,278.00 shares. Based on historical transaction data and VOO's current price of $573.22, Merit Financial Group, LLC's estimated gain on his VOO holdings is $110.77 Mil, reflecting a 45.40% gain to date.
Merit Financial Group, LLC VOO ($573.22) Holding Chart
Merit Financial Group, LLC VOO ($573.22) 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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