Number of Shares
20,225.00
Current Holdings Value*
$11.52 Mil
% of Portfolio
8.73%
Total Estimate Gain
$849,431.59
% of Total Estimate Gain
7.78%

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 $581.72, Sunbeam Capital Management, LLC's estimated gain on his VOO holdings is $849,431.59, reflecting a 7.78% gain to date.

Sunbeam Capital Management, LLC VOO ($581.72) Holding Chart

Sunbeam Capital Management, LLC VOO ($581.72) 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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