Stevard, LLC VOO Holdings History
Number of Shares
5,396.00
Current Holdings Value*
$2.91 Mil
% of Portfolio
10.85%
Total Estimate Gain
$15.66 Mil
% of Total Estimate Gain
32.55%
Stevard, LLC's Vanguard S&P 500 ETF Holding Summary
As of 2024-12-31, Stevard, LLC held 5,396.00 shares of Vanguard S&P 500 ETF(VOO), totaling $2.91 Mil. This investment constitutes 10.85% of their stock portfolio, and Stevard, LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2020Q1. And since then Stevard, LLC has made 7 purchases of VOO, at an average price of $279.30, for a total of 172,178.00 shares. In addition, there have been 7 sales at an average price of $363.54 for 166,782.00 shares. Based on historical transaction data and VOO's current price of $576.92, Stevard, LLC's estimated gain on his VOO holdings is $15.66 Mil, reflecting a 32.55% gain to date.
Stevard, LLC VOO ($576.92) Holding Chart
Stevard, LLC 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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