Number of Shares
60,973.00
Current Holdings Value*
$31.33 Mil
% of Portfolio
23.04%
Total Estimate Gain
$9.00 Mil
% of Total Estimate Gain
33.34%
SFM, LLC's Vanguard S&P 500 ETF Holding Summary
As of 2025-03-31, SFM, LLC held 60,973.00 shares of Vanguard S&P 500 ETF(VOO), totaling $31.33 Mil. This investment constitutes 23.04% of their stock portfolio, and SFM, LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2023Q4. And since then SFM, LLC has made 4 purchases of VOO, at an average price of $424.10, for a total of 63,639.00 shares. In addition, there have been 1 sales at an average price of $457.68 for 2,666.00 shares. Based on historical transaction data and VOO's current price of $570.23, SFM, LLC's estimated gain on his VOO holdings is $9.00 Mil, reflecting a 33.34% gain to date.
SFM, LLC VOO ($570.23) Holding Chart
SFM, LLC VOO ($570.23) 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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