Mutual Advisors, LLC VOO Holdings History

Number of Shares
80,010.00
Current Holdings Value*
$40.49 Mil
% of Portfolio
1.16%
Total Estimate Gain
$21.93 Mil
% of Total Estimate Gain
53.95%

Mutual Advisors, LLC's Vanguard S&P 500 ETF Holding Summary

As of 2025-03-31, Mutual Advisors, LLC held 80,010.00 shares of Vanguard S&P 500 ETF(VOO), totaling $40.49 Mil. This investment constitutes 1.16% of their stock portfolio, and Mutual Advisors, LLC now holds 0.01% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2018Q2. And since then Mutual Advisors, LLC has made 17 purchases of VOO, at an average price of $335.26, for a total of 121,236.00 shares. In addition, there have been 11 sales at an average price of $398.20 for 41,226.00 shares. Based on historical transaction data and VOO's current price of $576.92, Mutual Advisors, LLC's estimated gain on his VOO holdings is $21.93 Mil, reflecting a 53.95% gain to date.

Mutual Advisors, LLC VOO ($576.92) Holding Chart

Mutual Advisors, LLC VOO ($576.92) 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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