Sigma Planning Corp VOO Holdings History

Number of Shares
99,204.00
Current Holdings Value*
$50.98 Mil
% of Portfolio
1.63%
Total Estimate Gain
$20.30 Mil
% of Total Estimate Gain
34.41%

Sigma Planning Corp's Vanguard S&P 500 ETF Holding Summary

As of 2025-03-31, Sigma Planning Corp held 99,204.00 shares of Vanguard S&P 500 ETF(VOO), totaling $50.98 Mil. This investment constitutes 1.63% of their stock portfolio, and Sigma Planning Corp now holds 0.01% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2014Q4. And since then Sigma Planning Corp has made 24 purchases of VOO, at an average price of $372.29, for a total of 158,449.00 shares. In addition, there have been 6 sales at an average price of $382.86 for 59,245.00 shares. Based on historical transaction data and VOO's current price of $570.61, Sigma Planning Corp's estimated gain on his VOO holdings is $20.30 Mil, reflecting a 34.41% gain to date.

Sigma Planning Corp VOO ($570.61) Holding Chart

Sigma Planning Corp VOO ($570.61) 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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