Minot DeBlois Advisors LLC VOO Holdings History
Number of Shares
7,733.00
Current Holdings Value*
$3.97 Mil
% of Portfolio
3.96%
Total Estimate Gain
$278,257.25
% of Total Estimate Gain
6.51%
Minot DeBlois Advisors LLC's Vanguard S&P 500 ETF Holding Summary
As of 2025-03-31, Minot DeBlois Advisors LLC held 7,733.00 shares of Vanguard S&P 500 ETF(VOO), totaling $3.97 Mil. This investment constitutes 3.96% of their stock portfolio, and Minot DeBlois Advisors LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $540.58 for 153.00 shares. Based on historical transaction data and VOO's current price of $577.95, Minot DeBlois Advisors LLC's estimated gain on his VOO holdings is $278,257.25, reflecting a 6.51% gain to date.
Minot DeBlois Advisors LLC VOO ($577.95) Holding Chart
Minot DeBlois Advisors 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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