Sunbeam Capital Management, LLC VOO Holdings History
Sunbeam Capital Management, LLC's Vanguard S&P 500 ETF Holding Summary
As of 2025-03-31, Sunbeam Capital Management, LLC held 17,740.00 shares of Vanguard S&P 500 ETF(VOO), totaling $9.12 Mil. This investment constitutes 8.68% 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 1 purchases of VOO, at an average price of $541.73, for a total of 17,740.00 shares. Based on historical transaction data and VOO's current price of $577.95, Sunbeam Capital Management, LLC's estimated gain on his VOO holdings is $642,522.04, reflecting a 6.69% gain to date.
Sunbeam Capital Management, LLC VOO ($577.95) Holding Chart
Sunbeam Capital Management, 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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