Number of Shares
41,464.00
Current Holdings Value*
$21.31 Mil
% of Portfolio
19.29%
Total Estimate Gain
$1.70 Mil
% of Total Estimate Gain
7.57%

Strategent Financial, LLC's Vanguard S&P 500 ETF Holding Summary

As of 2025-03-31, Strategent Financial, LLC held 41,464.00 shares of Vanguard S&P 500 ETF(VOO), totaling $21.31 Mil. This investment constitutes 19.29% of their stock portfolio, and Strategent Financial, LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2024Q4. And since then Strategent Financial, LLC has made 1 purchases of VOO, at an average price of $541.84, for a total of 41,464.00 shares. Based on historical transaction data and VOO's current price of $582.86, Strategent Financial, LLC's estimated gain on his VOO holdings is $1.70 Mil, reflecting a 7.57% gain to date.

Strategent Financial, LLC VOO ($582.86) Holding Chart

Strategent Financial, LLC VOO ($582.86) 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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