Schear Investment Advisers, LLC VOO Holdings History
Schear Investment Advisers, LLC's Vanguard S&P 500 ETF Holding Summary
As of 2025-03-31, Schear Investment Advisers, LLC held 19,078.00 shares of Vanguard S&P 500 ETF(VOO), totaling $9.80 Mil. This investment constitutes 5.65% of their stock portfolio, and Schear Investment Advisers, LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2022Q4. And since then Schear Investment Advisers, LLC has made 5 purchases of VOO, at an average price of $443.04, for a total of 35,732.00 shares. In addition, there have been 4 sales at an average price of $497.39 for 16,654.00 shares. Based on historical transaction data and VOO's current price of $575.22, Schear Investment Advisers, LLC's estimated gain on his VOO holdings is $3.43 Mil, reflecting a 21.65% gain to date.
Schear Investment Advisers, LLC VOO ($575.22) Holding Chart
Schear Investment Advisers, LLC VOO ($575.22) 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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