Shade Tree Advisors LLC VOO Holdings History
Shade Tree Advisors LLC's Vanguard S&P 500 ETF Holding Summary
As of 2025-03-31, Shade Tree Advisors LLC held 3,138.00 shares of Vanguard S&P 500 ETF(VOO), totaling $1.61 Mil. This investment constitutes 1.6% of their stock portfolio, and Shade Tree Advisors LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $540.58 for 1,199.00 shares. Based on historical transaction data and VOO's current price of $570.18, Shade Tree Advisors LLC's estimated gain on his VOO holdings is $86,986.48, reflecting a 3.70% gain to date.
Shade Tree Advisors LLC VOO ($570.18) Holding Chart
Shade Tree Advisors LLC VOO ($570.18) 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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