Number of Shares
60,559.00
Current Holdings Value*
$31.12 Mil
% of Portfolio
17.04%
Total Estimate Gain
$20.66 Mil
% of Total Estimate Gain
74.20%

R. W. Roge & Company, Inc.'s Vanguard S&P 500 ETF Holding Summary

As of 2025-03-31, R. W. Roge & Company, Inc. held 60,559.00 shares of Vanguard S&P 500 ETF(VOO), totaling $31.12 Mil. This investment constitutes 17.04% of their stock portfolio, and R. W. Roge & Company, Inc. now holds 0.01% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2019Q4. And since then R. W. Roge & Company, Inc. has made 5 purchases of VOO, at an average price of $288.49, for a total of 96,534.00 shares. In addition, there have been 16 sales at an average price of $377.34 for 35,975.00 shares. Based on historical transaction data and VOO's current price of $576.92, R. W. Roge & Company, Inc.'s estimated gain on his VOO holdings is $20.66 Mil, reflecting a 74.20% gain to date.

R. W. Roge & Company, Inc. VOO ($576.92) Holding Chart

R. W. Roge & Company, Inc. 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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