Number of Shares
27,200.00
Current Holdings Value*
$13.98 Mil
% of Portfolio
2.77%
Total Estimate Gain
$4.49 Mil
% of Total Estimate Gain
37.74%

Security Financial Services, INC.'s Vanguard S&P 500 ETF Holding Summary

As of 2025-03-31, Security Financial Services, INC. held 27,200.00 shares of Vanguard S&P 500 ETF(VOO), totaling $13.98 Mil. This investment constitutes 2.77% of their stock portfolio, and Security Financial Services, INC. now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2021Q4. And since then Security Financial Services, INC. has made 10 purchases of VOO, at an average price of $412.59, for a total of 28,839.00 shares. In addition, there have been 3 sales at an average price of $541.39 for 1,639.00 shares. Based on historical transaction data and VOO's current price of $569.90, Security Financial Services, INC.'s estimated gain on his VOO holdings is $4.49 Mil, reflecting a 37.74% gain to date.

Security Financial Services, INC. VOO ($569.90) Holding Chart

Security Financial Services, INC. VOO ($569.90) 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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