NewEdge Advisors, LLC VOO Holdings History

Number of Shares
500,951.00
Current Holdings Value*
$257.44 Mil
% of Portfolio
1.53%
Total Estimate Gain
$104.80 Mil
% of Total Estimate Gain
47.77%

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

As of 2025-03-31, NewEdge Advisors, LLC held 500,951.00 shares of Vanguard S&P 500 ETF(VOO), totaling $257.44 Mil. This investment constitutes 1.53% of their stock portfolio, and NewEdge Advisors, LLC now holds 0.04% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2018Q2. And since then NewEdge Advisors, LLC has made 23 purchases of VOO, at an average price of $372.61, for a total of 588,847.00 shares. In addition, there have been 5 sales at an average price of $394.67 for 87,896.00 shares. Based on historical transaction data and VOO's current price of $577.95, NewEdge Advisors, LLC's estimated gain on his VOO holdings is $104.80 Mil, reflecting a 47.77% gain to date.

NewEdge Advisors, LLC VOO ($577.95) Holding Chart

NewEdge 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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