Number of Shares
3,598.00
Current Holdings Value*
$2.04 Mil
% of Portfolio
1.07%
Total Estimate Gain
$420,069.65
% of Total Estimate Gain
25.03%

Richardson Capital Management LLC's Vanguard S&P 500 ETF Holding Summary

As of 2025-06-30, Richardson Capital Management LLC held 3,598.00 shares of Vanguard S&P 500 ETF(VOO), totaling $2.04 Mil. This investment constitutes 1.07% of their stock portfolio, and Richardson Capital Management LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2023Q4. And since then Richardson Capital Management LLC has made 6 purchases of VOO, at an average price of $466.51, for a total of 3,598.00 shares. Based on historical transaction data and VOO's current price of $583.26, Richardson Capital Management LLC's estimated gain on his VOO holdings is $420,069.65, reflecting a 25.03% gain to date.

Richardson Capital Management LLC VOO ($583.26) Holding Chart

Richardson Capital Management 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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