Number of Shares
42,453.00
Current Holdings Value*
$24.42 Mil
% of Portfolio
10.77%
Total Estimate Gain
$6.49 Mil
% of Total Estimate Gain
35.94%

O'Connor Financial Group LLC's Vanguard S&P 500 ETF Holding Summary

As of 2025-06-30, O'Connor Financial Group LLC held 42,453.00 shares of Vanguard S&P 500 ETF(VOO), totaling $24.42 Mil. This investment constitutes 10.77% of their stock portfolio, and O'Connor Financial Group LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2023Q1. And since then O'Connor Financial Group LLC has made 9 purchases of VOO, at an average price of $425.16, for a total of 42,453.00 shares. Based on historical transaction data and VOO's current price of $577.95, O'Connor Financial Group LLC's estimated gain on his VOO holdings is $6.49 Mil, reflecting a 35.94% gain to date.

O'Connor Financial Group LLC VOO ($577.95) Holding Chart

O'Connor Financial Group 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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