Number of Shares
980.00
Current Holdings Value*
$285,000.00
% of Portfolio
1.38%
Total Estimate Gain
$429,037.24
% of Total Estimate Gain
51.95%

Ocean Endowment Partners, LLC's Vanguard S&P 500 ETF Holding Summary

As of 2021-09-30, Ocean Endowment Partners, LLC held 980.00 shares of Vanguard S&P 500 ETF(VOO), totaling $285,000.00. This investment constitutes 1.38% of their stock portfolio, and Ocean Endowment Partners, LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2019Q4. And since then Ocean Endowment Partners, LLC has made 2 purchases of VOO, at an average price of $291.65, for a total of 2,832.00 shares. In addition, there have been 3 sales at an average price of $369.00 for 1,852.00 shares. Based on historical transaction data and VOO's current price of $583.26, Ocean Endowment Partners, LLC's estimated gain on his VOO holdings is $429,037.24, reflecting a 51.95% gain to date.

Ocean Endowment Partners, LLC VOO ($583.26) Holding Chart

Ocean Endowment Partners, LLC VOO ($583.26) 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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