Strategic Financial Concepts, LLC VOO Holdings History
Strategic Financial Concepts, LLC's Vanguard S&P 500 ETF Holding Summary
As of 2025-03-31, Strategic Financial Concepts, LLC held 24,553.00 shares of Vanguard S&P 500 ETF(VOO), totaling $12.62 Mil. This investment constitutes 2.37% of their stock portfolio, and Strategic Financial Concepts, LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2023Q1. And since then Strategic Financial Concepts, LLC has made 4 purchases of VOO, at an average price of $480.94, for a total of 7.27 Mil shares. In addition, there have been 4 sales at an average price of $508.20 for 7.24 Mil shares. Based on historical transaction data and VOO's current price of $582.86, Strategic Financial Concepts, LLC's estimated gain on his VOO holdings is $199.95 Mil, reflecting a 5.72% gain to date.
Strategic Financial Concepts, LLC VOO ($582.86) Holding Chart
Strategic Financial Concepts, 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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