NAPLES GLOBAL ADVISORS, LLC VOO Holdings History
NAPLES GLOBAL ADVISORS, LLC's Vanguard S&P 500 ETF Holding Summary
As of 2025-06-30, NAPLES GLOBAL ADVISORS, LLC held 40,535.00 shares of Vanguard S&P 500 ETF(VOO), totaling $23.10 Mil. This investment constitutes 1.99% of their stock portfolio, and NAPLES GLOBAL ADVISORS, LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2014Q4. And since then NAPLES GLOBAL ADVISORS, LLC has made 15 purchases of VOO, at an average price of $363.72, for a total of 42,786.00 shares. In addition, there have been 11 sales at an average price of $319.14 for 2,251.00 shares. Based on historical transaction data and VOO's current price of $576.92, NAPLES GLOBAL ADVISORS, LLC's estimated gain on his VOO holdings is $8.54 Mil, reflecting a 54.89% gain to date.
NAPLES GLOBAL ADVISORS, LLC VOO ($576.92) Holding Chart
NAPLES GLOBAL 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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