Number of Shares
1.04 Mil
Current Holdings Value*
$534.21 Mil
% of Portfolio
20.3%
Total Estimate Gain
$158.65 Mil
% of Total Estimate Gain
36.43%

Nicholas Hoffman & Company, LLC.'s Vanguard S&P 500 ETF Holding Summary

As of 2025-03-31, Nicholas Hoffman & Company, LLC. held 1.04 Mil shares of Vanguard S&P 500 ETF(VOO), totaling $534.21 Mil. This investment constitutes 20.3% of their stock portfolio, and Nicholas Hoffman & Company, LLC. now holds 0.09% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2018Q2. And since then Nicholas Hoffman & Company, LLC. has made 26 purchases of VOO, at an average price of $417.63, for a total of 1.04 Mil shares. In addition, there have been 2 sales at an average price of $304.11 for 3,208.00 shares. Based on historical transaction data and VOO's current price of $570.61, Nicholas Hoffman & Company, LLC.'s estimated gain on his VOO holdings is $158.65 Mil, reflecting a 36.43% gain to date.

Nicholas Hoffman & Company, LLC. VOO ($570.61) Holding Chart

Nicholas Hoffman & Company, LLC. VOO ($570.61) 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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