Number of Shares
129,619.00
Current Holdings Value*
$66.61 Mil
% of Portfolio
3.79%
Total Estimate Gain
$12.00 Mil
% of Total Estimate Gain
18.47%

SIMON QUICK ADVISORS, LLC's Vanguard S&P 500 ETF Holding Summary

As of 2025-03-31, SIMON QUICK ADVISORS, LLC held 129,619.00 shares of Vanguard S&P 500 ETF(VOO), totaling $66.61 Mil. This investment constitutes 3.79% of their stock portfolio, and SIMON QUICK ADVISORS, LLC now holds 0.01% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2018Q2. And since then SIMON QUICK ADVISORS, LLC has made 22 purchases of VOO, at an average price of $460.12, for a total of 141,190.00 shares. In addition, there have been 5 sales at an average price of $331.75 for 11,571.00 shares. Based on historical transaction data and VOO's current price of $564.15, SIMON QUICK ADVISORS, LLC's estimated gain on his VOO holdings is $12.00 Mil, reflecting a 18.47% gain to date.

SIMON QUICK ADVISORS, LLC VOO ($564.15) Holding Chart

SIMON QUICK ADVISORS, LLC VOO ($564.15) 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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