Number of Shares
31,419.00
Current Holdings Value*
$12.34 Mil
% of Portfolio
6.11%
Total Estimate Gain
$6.11 Mil
% of Total Estimate Gain
50.76%

Sutton Wealth Advisors Inc.'s Vanguard S&P 500 ETF Holding Summary

As of 2023-09-30, Sutton Wealth Advisors Inc. held 31,419.00 shares of Vanguard S&P 500 ETF(VOO), totaling $12.34 Mil. This investment constitutes 6.11% of their stock portfolio, and Sutton Wealth Advisors Inc. now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2019Q3. And since then Sutton Wealth Advisors Inc. has made 15 purchases of VOO, at an average price of $382.39, for a total of 31,467.00 shares. In addition, there have been 1 sales at an average price of $304.64 for 48.00 shares. Based on historical transaction data and VOO's current price of $576.92, Sutton Wealth Advisors Inc.'s estimated gain on his VOO holdings is $6.11 Mil, reflecting a 50.76% gain to date.

Sutton Wealth Advisors Inc. VOO ($576.92) Holding Chart

Sutton Wealth 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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