Number of Shares
818.00
Current Holdings Value*
$370,240.00
% of Portfolio
17.06%
Total Estimate Gain
$352,882.61
% of Total Estimate Gain
6.73%

SevenOneSeven Capital Management's Vanguard S&P 500 ETF Holding Summary

As of 2023-12-31, SevenOneSeven Capital Management held 818.00 shares of Vanguard S&P 500 ETF(VOO), totaling $370,240.00. This investment constitutes 17.06% of their stock portfolio, and SevenOneSeven Capital Management now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2021Q2. And since then SevenOneSeven Capital Management has made 5 purchases of VOO, at an average price of $385.14, for a total of 13,620.00 shares. In addition, there have been 6 sales at an average price of $400.45 for 12,802.00 shares. Based on historical transaction data and VOO's current price of $576.92, SevenOneSeven Capital Management's estimated gain on his VOO holdings is $352,882.61, reflecting a 6.73% gain to date.

SevenOneSeven Capital Management VOO ($576.92) Holding Chart

SevenOneSeven Capital Management VOO ($576.92) 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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