Number of Shares
16,340.00
Current Holdings Value*
$8.40 Mil
% of Portfolio
5.9%
Total Estimate Gain
$2.76 Mil
% of Total Estimate Gain
39.45%

NavPoint Financial, Inc.'s Vanguard S&P 500 ETF Holding Summary

As of 2025-03-31, NavPoint Financial, Inc. held 16,340.00 shares of Vanguard S&P 500 ETF(VOO), totaling $8.40 Mil. This investment constitutes 5.9% of their stock portfolio, and NavPoint Financial, Inc. now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2023Q4. And since then NavPoint Financial, Inc. has made 3 purchases of VOO, at an average price of $410.27, for a total of 17,068.00 shares. In addition, there have been 2 sales at an average price of $470.55 for 728.00 shares. Based on historical transaction data and VOO's current price of $576.64, NavPoint Financial, Inc.'s estimated gain on his VOO holdings is $2.76 Mil, reflecting a 39.45% gain to date.

NavPoint Financial, Inc. VOO ($576.64) Holding Chart

NavPoint Financial, Inc. VOO ($576.64) 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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