Number of Shares
120,451.00
Current Holdings Value*
$68.42 Mil
% of Portfolio
23.59%
Total Estimate Gain
$20.51 Mil
% of Total Estimate Gain
17.41%

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

As of 2025-06-30, Pinion Investment Advisors, LLC held 120,451.00 shares of Vanguard S&P 500 ETF(VOO), totaling $68.42 Mil. This investment constitutes 23.59% of their stock portfolio, and Pinion Investment Advisors, LLC now holds 0.01% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2018Q2. And since then Pinion Investment Advisors, LLC has made 19 purchases of VOO, at an average price of $469.58, for a total of 250,902.00 shares. In addition, there have been 8 sales at an average price of $521.83 for 130,451.00 shares. Based on historical transaction data and VOO's current price of $583.26, Pinion Investment Advisors, LLC's estimated gain on his VOO holdings is $20.51 Mil, reflecting a 17.41% gain to date.

Pinion Investment Advisors, LLC VOO ($583.26) Holding Chart

Pinion Investment Advisors, 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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