Smart Money Group LLC VOO Holdings History

Number of Shares
1,902.00
Current Holdings Value*
$977,570.00
% of Portfolio
0.33%
Total Estimate Gain
$2.98 Mil
% of Total Estimate Gain
40.68%

Smart Money Group LLC's Vanguard S&P 500 ETF Holding Summary

As of 2025-03-31, Smart Money Group LLC held 1,902.00 shares of Vanguard S&P 500 ETF(VOO), totaling $977,570.00. This investment constitutes 0.33% of their stock portfolio, and Smart Money Group LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2020Q1. And since then Smart Money Group LLC has made 10 purchases of VOO, at an average price of $358.50, for a total of 20,409.00 shares. In addition, there have been 11 sales at an average price of $496.16 for 18,507.00 shares. Based on historical transaction data and VOO's current price of $583.95, Smart Money Group LLC's estimated gain on his VOO holdings is $2.98 Mil, reflecting a 40.68% gain to date.

Smart Money Group LLC VOO ($583.95) Holding Chart

Smart Money Group LLC VOO ($583.95) 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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