Sulzberger Capital Advisors, Inc. VOO Holdings History
Number of Shares
9,060.00
Current Holdings Value*
$4.66 Mil
% of Portfolio
6.12%
Total Estimate Gain
$312,645.68
% of Total Estimate Gain
4.73%
Sulzberger Capital Advisors, Inc.'s Vanguard S&P 500 ETF Holding Summary
As of 2025-03-31, Sulzberger Capital Advisors, Inc. held 9,060.00 shares of Vanguard S&P 500 ETF(VOO), totaling $4.66 Mil. This investment constitutes 6.12% of their stock portfolio, and Sulzberger Capital Advisors, Inc. now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $540.58 for 3,142.00 shares. Based on historical transaction data and VOO's current price of $576.92, Sulzberger Capital Advisors, Inc.'s estimated gain on his VOO holdings is $312,645.68, reflecting a 4.73% gain to date.
Sulzberger Capital Advisors, Inc. VOO ($576.92) Holding Chart
Sulzberger Capital Advisors, Inc. 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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