Stewardship Financial Advisors, LLC VOO Holdings History
Stewardship Financial Advisors, LLC's Vanguard S&P 500 ETF Holding Summary
As of 2021-03-31, Stewardship Financial Advisors, LLC held 97,673.00 shares of Vanguard S&P 500 ETF(VOO), totaling $35.58 Mil. This investment constitutes 12.5% of their stock portfolio, and Stewardship Financial Advisors, LLC now holds 0.01% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2018Q2. And since then Stewardship Financial Advisors, LLC has made 7 purchases of VOO, at an average price of $264.59, for a total of 183,543.00 shares. In addition, there have been 5 sales at an average price of $271.12 for 85,870.00 shares. Based on historical transaction data and VOO's current price of $577.95, Stewardship Financial Advisors, LLC's estimated gain on his VOO holdings is $31.17 Mil, reflecting a 64.18% gain to date.
Stewardship Financial Advisors, LLC VOO ($577.95) Holding Chart
Stewardship Financial Advisors, LLC VOO ($577.95) 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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