Number of Shares
249,022.00
Current Holdings Value*
$127.98 Mil
% of Portfolio
28.2%
Total Estimate Gain
$27.09 Mil
% of Total Estimate Gain
22.99%

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

As of 2025-03-31, Pinion Investment Advisors, LLC held 249,022.00 shares of Vanguard S&P 500 ETF(VOO), totaling $127.98 Mil. This investment constitutes 28.2% of their stock portfolio, and Pinion Investment Advisors, LLC now holds 0.02% 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 7 sales at an average price of $279.43 for 1,880.00 shares. Based on historical transaction data and VOO's current price of $579.79, Pinion Investment Advisors, LLC's estimated gain on his VOO holdings is $27.09 Mil, reflecting a 22.99% gain to date.

Pinion Investment Advisors, LLC VOO ($579.79) Holding Chart

Pinion Investment Advisors, LLC VOO ($579.79) 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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