Trek Financial, LLC VOO Holdings History
Trek Financial, LLC's Vanguard S&P 500 ETF Holding Summary
As of 2025-03-31, Trek Financial, LLC held 55,192.00 shares of Vanguard S&P 500 ETF(VOO), totaling $28.36 Mil. This investment constitutes 2.05% of their stock portfolio, and Trek Financial, LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2018Q4. And since then Trek Financial, LLC has made 6 purchases of VOO, at an average price of $375.55, for a total of 115,401.00 shares. In addition, there have been 7 sales at an average price of $463.53 for 60,209.00 shares. Based on historical transaction data and VOO's current price of $582.86, Trek Financial, LLC's estimated gain on his VOO holdings is $16.74 Mil, reflecting a 38.62% gain to date.
Trek Financial, LLC VOO ($582.86) Holding Chart
Trek Financial, LLC VOO ($582.86) 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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