SRH ADVISORS, LLC VOO Holdings History
Number of Shares
8,996.00
Current Holdings Value*
$4.62 Mil
% of Portfolio
1.43%
Total Estimate Gain
$2.10 Mil
% of Total Estimate Gain
64.82%
SRH ADVISORS, LLC's Vanguard S&P 500 ETF Holding Summary
As of 2025-03-31, SRH ADVISORS, LLC held 8,996.00 shares of Vanguard S&P 500 ETF(VOO), totaling $4.62 Mil. This investment constitutes 1.43% of their stock portfolio, and SRH ADVISORS, LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2019Q4. And since then SRH ADVISORS, LLC has made 11 purchases of VOO, at an average price of $345.89, for a total of 9,350.00 shares. In addition, there have been 5 sales at an average price of $396.22 for 354.00 shares. Based on historical transaction data and VOO's current price of $576.92, SRH ADVISORS, LLC's estimated gain on his VOO holdings is $2.10 Mil, reflecting a 64.82% gain to date.
SRH ADVISORS, LLC VOO ($576.92) Holding Chart
SRH ADVISORS, LLC VOO ($576.92) 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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