Sunbeam Capital Management, LLC VOO Holdings History
Sunbeam Capital Management, LLC's Vanguard S&P 500 ETF Holding Summary
As of 2025-06-30, Sunbeam Capital Management, LLC held 20,225.00 shares of Vanguard S&P 500 ETF(VOO), totaling $11.52 Mil. This investment constitutes 8.73% of their stock portfolio, and Sunbeam Capital Management, LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2024Q4. And since then Sunbeam Capital Management, LLC has made 2 purchases of VOO, at an average price of $539.72, for a total of 20,225.00 shares. Based on historical transaction data and VOO's current price of $582.86, Sunbeam Capital Management, LLC's estimated gain on his VOO holdings is $872,488.09, reflecting a 7.99% gain to date.
Sunbeam Capital Management, LLC VOO ($582.86) Holding Chart
Sunbeam Capital Management, 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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