Number of Shares
44,664.00
Current Holdings Value*
$22.95 Mil
% of Portfolio
2.81%
Total Estimate Gain
$18.57 Mil
% of Total Estimate Gain
92.65%

Southeast Asset Advisors, LLC's Vanguard S&P 500 ETF Holding Summary

As of 2025-03-31, Southeast Asset Advisors, LLC held 44,664.00 shares of Vanguard S&P 500 ETF(VOO), totaling $22.95 Mil. This investment constitutes 2.81% of their stock portfolio, and Southeast Asset Advisors, LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2014Q1. And since then Southeast Asset Advisors, LLC has made 18 purchases of VOO, at an average price of $247.65, for a total of 80,937.00 shares. In addition, there have been 13 sales at an average price of $360.41 for 36,273.00 shares. Based on historical transaction data and VOO's current price of $571.86, Southeast Asset Advisors, LLC's estimated gain on his VOO holdings is $18.57 Mil, reflecting a 92.65% gain to date.

Southeast Asset Advisors, LLC VOO ($571.86) Holding Chart

Southeast Asset Advisors, LLC VOO ($571.86) 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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