Trinity Financial Advisors LLC VOO Holdings History
Trinity Financial Advisors LLC's Vanguard S&P 500 ETF Holding Summary
As of 2025-06-30, Trinity Financial Advisors LLC held 20,405.00 shares of Vanguard S&P 500 ETF(VOO), totaling $11.63 Mil. This investment constitutes 3.56% of their stock portfolio, and Trinity Financial Advisors LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2020Q4. And since then Trinity Financial Advisors LLC has made 9 purchases of VOO, at an average price of $432.85, for a total of 32,883.00 shares. In addition, there have been 7 sales at an average price of $360.07 for 12,478.00 shares. Based on historical transaction data and VOO's current price of $583.26, Trinity Financial Advisors LLC's estimated gain on his VOO holdings is $2.16 Mil, reflecting a 15.18% gain to date.
Trinity Financial Advisors LLC VOO ($583.26) Holding Chart
Trinity Financial Advisors 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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