Number of Shares
3,101.00
Current Holdings Value*
$1.59 Mil
% of Portfolio
0.4%
Total Estimate Gain
$95,711.48
% of Total Estimate Gain
5.71%

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

As of 2025-03-31, TruNorth Capital Management, LLC held 3,101.00 shares of Vanguard S&P 500 ETF(VOO), totaling $1.59 Mil. This investment constitutes 0.4% of their stock portfolio, and TruNorth Capital Management, LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2024Q1. And since then TruNorth Capital Management, LLC has made 1 purchases of VOO, at an average price of $535.21, for a total of 3,132.00 shares. In addition, there have been 2 sales at an average price of $509.39 for 31.00 shares. Based on historical transaction data and VOO's current price of $566.33, TruNorth Capital Management, LLC's estimated gain on his VOO holdings is $95,711.48, reflecting a 5.71% gain to date.

TruNorth Capital Management, LLC VOO ($566.33) Holding Chart

TruNorth Capital Management, LLC VOO ($566.33) 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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