U.S. LargeCap Buffer January Account VOO Holdings History
U.S. LargeCap Buffer January Account's Vanguard S&P 500 ETF Holding Summary
As of 2025-03-31, U.S. LargeCap Buffer January Account held 21,381.00 shares of Vanguard S&P 500 ETF(VOO), totaling $10.99 Mil. This investment constitutes 14.72% of their stock portfolio, and U.S. LargeCap Buffer January Account now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2023Q1. And since then U.S. LargeCap Buffer January Account has made 3 purchases of VOO, at an average price of $465.65, for a total of 48,391.00 shares. In addition, there have been 5 sales at an average price of $467.47 for 27,010.00 shares. Based on historical transaction data and VOO's current price of $573.74, U.S. LargeCap Buffer January Account's estimated gain on his VOO holdings is $2.36 Mil, reflecting a 10.48% gain to date.
U.S. LargeCap Buffer January Account VOO ($573.74) Holding Chart
U.S. LargeCap Buffer January Account VOO ($573.74) 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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