U.S. LargeCap Buffer October Account VOO Holdings History
U.S. LargeCap Buffer October Account's Vanguard S&P 500 ETF Holding Summary
As of 2025-03-31, U.S. LargeCap Buffer October Account held 15,424.00 shares of Vanguard S&P 500 ETF(VOO), totaling $7.93 Mil. This investment constitutes 14.9% of their stock portfolio, and U.S. LargeCap Buffer October Account now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2022Q4. And since then U.S. LargeCap Buffer October Account has made 4 purchases of VOO, at an average price of $476.85, for a total of 30,341.00 shares. In addition, there have been 5 sales at an average price of $494.19 for 14,917.00 shares. Based on historical transaction data and VOO's current price of $566.95, U.S. LargeCap Buffer October Account's estimated gain on his VOO holdings is $1.65 Mil, reflecting a 11.39% gain to date.
U.S. LargeCap Buffer October Account VOO ($566.95) Holding Chart
U.S. LargeCap Buffer October Account VOO ($566.95) 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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