Safeguard Investment Advisory Group, LLC VOO Holdings History
Safeguard Investment Advisory Group, LLC's Vanguard S&P 500 ETF Holding Summary
As of 2025-03-31, Safeguard Investment Advisory Group, LLC held 13,564.00 shares of Vanguard S&P 500 ETF(VOO), totaling $6.97 Mil. This investment constitutes 1.9% of their stock portfolio, and Safeguard Investment Advisory Group, LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2020Q4. And since then Safeguard Investment Advisory Group, LLC has made 10 purchases of VOO, at an average price of $380.82, for a total of 17,920.00 shares. In addition, there have been 6 sales at an average price of $394.58 for 4,356.00 shares. Based on historical transaction data and VOO's current price of $577.95, Safeguard Investment Advisory Group, LLC's estimated gain on his VOO holdings is $2.73 Mil, reflecting a 40.06% gain to date.
Safeguard Investment Advisory Group, LLC VOO ($577.95) Holding Chart
Safeguard Investment Advisory Group, LLC VOO ($577.95) 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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