Number of Shares
12,210.00
Current Holdings Value*
$6.27 Mil
% of Portfolio
5.51%
Total Estimate Gain
$1.16 Mil
% of Total Estimate Gain
19.38%

Saxony Capital Management, LLC's Vanguard S&P 500 ETF Holding Summary

As of 2025-03-31, Saxony Capital Management, LLC held 12,210.00 shares of Vanguard S&P 500 ETF(VOO), totaling $6.27 Mil. This investment constitutes 5.51% of their stock portfolio, and Saxony Capital Management, LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2023Q4. And since then Saxony Capital Management, LLC has made 5 purchases of VOO, at an average price of $488.26, for a total of 12,210.00 shares. Based on historical transaction data and VOO's current price of $582.86, Saxony Capital Management, LLC's estimated gain on his VOO holdings is $1.16 Mil, reflecting a 19.38% gain to date.

Saxony Capital Management, LLC VOO ($582.86) Holding Chart

Saxony Capital Management, LLC VOO ($582.86) 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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