Number of Shares
209,417.00
Current Holdings Value*
$107.70 Mil
% of Portfolio
5.61%
Total Estimate Gain
$27.22 Mil
% of Total Estimate Gain
29.08%

Steele Capital Management, Inc.'s Vanguard S&P 500 ETF Holding Summary

As of 2025-03-31, Steele Capital Management, Inc. held 209,417.00 shares of Vanguard S&P 500 ETF(VOO), totaling $107.70 Mil. This investment constitutes 5.61% of their stock portfolio, and Steele Capital Management, Inc. now holds 0.02% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2023Q4. And since then Steele Capital Management, Inc. has made 5 purchases of VOO, at an average price of $446.94, for a total of 209,417.00 shares. Based on historical transaction data and VOO's current price of $576.92, Steele Capital Management, Inc.'s estimated gain on his VOO holdings is $27.22 Mil, reflecting a 29.08% gain to date.

Steele Capital Management, Inc. VOO ($576.92) Holding Chart

Steele Capital Management, Inc. VOO ($576.92) 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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