Paracle Advisors, LLC VOO Holdings History

Number of Shares
131,307.00
Current Holdings Value*
$47.84 Mil
% of Portfolio
10.07%
Total Estimate Gain
$48.91 Mil
% of Total Estimate Gain
151.70%

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

As of 2021-03-31, Paracle Advisors, LLC held 131,307.00 shares of Vanguard S&P 500 ETF(VOO), totaling $47.84 Mil. This investment constitutes 10.07% of their stock portfolio, and Paracle Advisors, LLC now holds 0.02% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2014Q3. And since then Paracle Advisors, LLC has made 5 purchases of VOO, at an average price of $212.73, for a total of 151,563.00 shares. In addition, there have been 7 sales at an average price of $266.50 for 20,256.00 shares. Based on historical transaction data and VOO's current price of $576.92, Paracle Advisors, LLC's estimated gain on his VOO holdings is $48.91 Mil, reflecting a 151.70% gain to date.

Paracle Advisors, LLC VOO ($576.92) Holding Chart

Paracle Advisors, 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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