Number of Shares
2,321.00
Current Holdings Value*
$438,040.00
% of Portfolio
0.11%
Total Estimate Gain
$138,514.14
% of Total Estimate Gain
10.88%

Shulman DeMeo Asset Management LLC's Vanguard S&P 500 Value ETF Holding Summary

As of 2025-06-30, Shulman DeMeo Asset Management LLC held 2,321.00 shares of Vanguard S&P 500 Value ETF(VOOV), totaling $438,040.00. This investment constitutes 0.11% of their stock portfolio, and Shulman DeMeo Asset Management LLC now holds 0.01% of the outstanding Vanguard S&P 500 Value ETF(VOOV) stock.

The initial trade took place in 2020Q4. And since then Shulman DeMeo Asset Management LLC has made 14 purchases of VOOV, at an average price of $145.65, for a total of 8,743.00 shares. In addition, there have been 4 sales at an average price of $149.99 for 6,422.00 shares. Based on historical transaction data and VOOV's current price of $193.32, Shulman DeMeo Asset Management LLC's estimated gain on his VOOV holdings is $138,514.14, reflecting a 10.88% gain to date.

Shulman DeMeo Asset Management LLC VOOV ($193.32) Holding Chart

Shulman DeMeo Asset Management LLC VOOV ($193.32) 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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