Stephens Consulting, LLC VOO Holdings History
Stephens Consulting, LLC's Vanguard S&P 500 ETF Holding Summary
As of 2025-03-31, Stephens Consulting, LLC held 152,385.00 shares of Vanguard S&P 500 ETF(VOO), totaling $78.31 Mil. This investment constitutes 19.63% of their stock portfolio, and Stephens Consulting, LLC now holds 0.01% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2021Q4. And since then Stephens Consulting, LLC has made 12 purchases of VOO, at an average price of $408.08, for a total of 156,724.00 shares. In addition, there have been 1 sales at an average price of $457.68 for 4,339.00 shares. Based on historical transaction data and VOO's current price of $577.18, Stephens Consulting, LLC's estimated gain on his VOO holdings is $25.98 Mil, reflecting a 40.63% gain to date.
Stephens Consulting, LLC VOO ($577.18) Holding Chart
Stephens Consulting, LLC VOO ($577.18) 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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