SFT Balanced Stabilization Fund VOO Holdings History
Number of Shares
6,700.00
Current Holdings Value*
$3.44 Mil
% of Portfolio
9.2%
Total Estimate Gain
$5.29 Mil
% of Total Estimate Gain
96.68%
SFT Balanced Stabilization Fund's Vanguard S&P 500 ETF Holding Summary
As of 2025-03-31, SFT Balanced Stabilization Fund held 6,700.00 shares of Vanguard S&P 500 ETF(VOO), totaling $3.44 Mil. This investment constitutes 9.2% of their stock portfolio, and SFT Balanced Stabilization Fund now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2019Q3. In addition, there have been 2 sales at an average price of $512.31 for 13,475.00 shares. Based on historical transaction data and VOO's current price of $577.18, SFT Balanced Stabilization Fund's estimated gain on his VOO holdings is $5.29 Mil, reflecting a 96.68% gain to date.
SFT Balanced Stabilization Fund VOO ($577.18) Holding Chart
SFT Balanced Stabilization Fund VOO ($577.18) 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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