Number of Shares
5,887.00
Current Holdings Value*
$3.03 Mil
% of Portfolio
2.39%
Total Estimate Gain
$1.67 Mil
% of Total Estimate Gain
56.38%

THOMPSON DAVIS & CO., INC.'s Vanguard S&P 500 ETF Holding Summary

As of 2025-03-31, THOMPSON DAVIS & CO., INC. held 5,887.00 shares of Vanguard S&P 500 ETF(VOO), totaling $3.03 Mil. This investment constitutes 2.39% of their stock portfolio, and THOMPSON DAVIS & CO., INC. now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2014Q3. And since then THOMPSON DAVIS & CO., INC. has made 12 purchases of VOO, at an average price of $301.28, for a total of 9,817.00 shares. In addition, there have been 10 sales at an average price of $312.27 for 3,930.00 shares. Based on historical transaction data and VOO's current price of $577.18, THOMPSON DAVIS & CO., INC.'s estimated gain on his VOO holdings is $1.67 Mil, reflecting a 56.38% gain to date.

THOMPSON DAVIS & CO., INC. VOO ($577.18) Holding Chart

THOMPSON DAVIS & CO., INC. VOO ($577.18) 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 %

Top Ranked Articles

  • 1