Number of Shares
3,423.00
Current Holdings Value*
$1.76 Mil
% of Portfolio
1.41%
Total Estimate Gain
$575,776.92
% of Total Estimate Gain
18.94%

Paladin Advisory Group, LLC's Vanguard S&P 500 ETF Holding Summary

As of 2025-03-31, Paladin Advisory Group, LLC held 3,423.00 shares of Vanguard S&P 500 ETF(VOO), totaling $1.76 Mil. This investment constitutes 1.41% of their stock portfolio, and Paladin Advisory Group, LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2022Q1. And since then Paladin Advisory Group, LLC has made 5 purchases of VOO, at an average price of $397.79, for a total of 7,644.00 shares. In addition, there have been 7 sales at an average price of $388.93 for 4,221.00 shares. Based on historical transaction data and VOO's current price of $576.92, Paladin Advisory Group, LLC's estimated gain on his VOO holdings is $575,776.92, reflecting a 18.94% gain to date.

Paladin Advisory Group, LLC VOO ($576.92) Holding Chart

Paladin Advisory Group, LLC VOO ($576.92) 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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