Number of Shares
17,038.00
Current Holdings Value*
$8.76 Mil
% of Portfolio
8.19%
Total Estimate Gain
$2.33 Mil
% of Total Estimate Gain
31.38%

STEPHEN J. GARRY & ASSOCIATES, LLC's Vanguard S&P 500 ETF Holding Summary

As of 2025-03-31, STEPHEN J. GARRY & ASSOCIATES, LLC held 17,038.00 shares of Vanguard S&P 500 ETF(VOO), totaling $8.76 Mil. This investment constitutes 8.19% of their stock portfolio, and STEPHEN J. GARRY & ASSOCIATES, LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2023Q4. And since then STEPHEN J. GARRY & ASSOCIATES, LLC has made 2 purchases of VOO, at an average price of $436.59, for a total of 17,038.00 shares. Based on historical transaction data and VOO's current price of $573.61, STEPHEN J. GARRY & ASSOCIATES, LLC's estimated gain on his VOO holdings is $2.33 Mil, reflecting a 31.38% gain to date.

STEPHEN J. GARRY & ASSOCIATES, LLC VOO ($573.61) Holding Chart

STEPHEN J. GARRY & ASSOCIATES, LLC VOO ($573.61) 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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