Number of Shares
1,629.00
Current Holdings Value*
$837,160.00
% of Portfolio
0.29%
Total Estimate Gain
$123,135.94
% of Total Estimate Gain
9.72%

Neumann Capital Management, LLC's Vanguard S&P 500 ETF Holding Summary

As of 2025-03-31, Neumann Capital Management, LLC held 1,629.00 shares of Vanguard S&P 500 ETF(VOO), totaling $837,160.00. This investment constitutes 0.29% of their stock portfolio, and Neumann Capital Management, LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2022Q1. And since then Neumann Capital Management, LLC has made 4 purchases of VOO, at an average price of $445.83, for a total of 2,841.00 shares. In addition, there have been 4 sales at an average price of $388.40 for 1,212.00 shares. Based on historical transaction data and VOO's current price of $564.15, Neumann Capital Management, LLC's estimated gain on his VOO holdings is $123,135.94, reflecting a 9.72% gain to date.

Neumann Capital Management, LLC VOO ($564.15) Holding Chart

Neumann Capital Management, LLC VOO ($564.15) 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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