Number of Shares
431.00
Current Holdings Value*
$221,690.00
% of Portfolio
0.05%
Total Estimate Gain
$18,395.08
% of Total Estimate Gain
7.90%

SATOVSKY ASSET MANAGEMENT LLC's Vanguard S&P 500 ETF Holding Summary

As of 2025-03-31, SATOVSKY ASSET MANAGEMENT LLC held 431.00 shares of Vanguard S&P 500 ETF(VOO), totaling $221,690.00. This investment constitutes 0.05% of their stock portfolio, and SATOVSKY ASSET MANAGEMENT LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2025Q1. And since then SATOVSKY ASSET MANAGEMENT LLC has made 1 purchases of VOO, at an average price of $540.58, for a total of 431.00 shares. Based on historical transaction data and VOO's current price of $583.26, SATOVSKY ASSET MANAGEMENT LLC's estimated gain on his VOO holdings is $18,395.08, reflecting a 7.90% gain to date.

SATOVSKY ASSET MANAGEMENT LLC VOO ($583.26) Holding Chart

SATOVSKY ASSET 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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