Roundview Capital LLC VOO Holdings History

Number of Shares
105,778.00
Current Holdings Value*
$54.36 Mil
% of Portfolio
3.92%
Total Estimate Gain
$20.82 Mil
% of Total Estimate Gain
54.13%

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

As of 2025-03-31, Roundview Capital LLC held 105,778.00 shares of Vanguard S&P 500 ETF(VOO), totaling $54.36 Mil. This investment constitutes 3.92% of their stock portfolio, and Roundview Capital LLC now holds 0.01% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2019Q1. And since then Roundview Capital LLC has made 24 purchases of VOO, at an average price of $363.13, for a total of 105,898.00 shares. In addition, there have been 1 sales at an average price of $457.68 for 120.00 shares. Based on historical transaction data and VOO's current price of $559.80, Roundview Capital LLC's estimated gain on his VOO holdings is $20.82 Mil, reflecting a 54.13% gain to date.

Roundview Capital LLC VOO ($559.80) Holding Chart

Roundview Capital LLC VOO ($559.80) 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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