Number of Shares
36,345.00
Current Holdings Value*
$18.68 Mil
% of Portfolio
5.01%
Total Estimate Gain
$1.92 Mil
% of Total Estimate Gain
9.84%

Tradewinds Capital Management, LLC's Vanguard S&P 500 ETF Holding Summary

As of 2025-03-31, Tradewinds Capital Management, LLC held 36,345.00 shares of Vanguard S&P 500 ETF(VOO), totaling $18.68 Mil. This investment constitutes 5.01% of their stock portfolio, and Tradewinds Capital Management, LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2019Q4. And since then Tradewinds Capital Management, LLC has made 19 purchases of VOO, at an average price of $527.61, for a total of 37,014.00 shares. In addition, there have been 2 sales at an average price of $376.20 for 669.00 shares. Based on historical transaction data and VOO's current price of $583.26, Tradewinds Capital Management, LLC's estimated gain on his VOO holdings is $1.92 Mil, reflecting a 9.84% gain to date.

Tradewinds Capital Management, LLC VOO ($583.26) Holding Chart

Tradewinds Capital Management, LLC VOO ($583.26) 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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