Number of Shares
5,260.00
Current Holdings Value*
$2.70 Mil
% of Portfolio
2.07%
Total Estimate Gain
$872,014.36
% of Total Estimate Gain
19.79%

RICHARDSON FINANCIAL SERVICES INC.'s Vanguard S&P 500 ETF Holding Summary

As of 2025-03-31, RICHARDSON FINANCIAL SERVICES INC. held 5,260.00 shares of Vanguard S&P 500 ETF(VOO), totaling $2.70 Mil. This investment constitutes 2.07% of their stock portfolio, and RICHARDSON FINANCIAL SERVICES INC. now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2023Q4. And since then RICHARDSON FINANCIAL SERVICES INC. has made 3 purchases of VOO, at an average price of $468.71, for a total of 9,401.00 shares. In addition, there have been 2 sales at an average price of $541.84 for 4,141.00 shares. Based on historical transaction data and VOO's current price of $576.92, RICHARDSON FINANCIAL SERVICES INC.'s estimated gain on his VOO holdings is $872,014.36, reflecting a 19.79% gain to date.

RICHARDSON FINANCIAL SERVICES INC. VOO ($576.92) Holding Chart

RICHARDSON FINANCIAL SERVICES 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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