Ulrich Consultants & Investment Group, LLC VOO Holdings History
Ulrich Consultants & Investment Group, LLC's Vanguard S&P 500 ETF Holding Summary
As of 2023-06-30, Ulrich Consultants & Investment Group, LLC held 26,545.00 shares of Vanguard S&P 500 ETF(VOO), totaling $10.81 Mil. This investment constitutes 26.12% of their stock portfolio, and Ulrich Consultants & Investment Group, LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2022Q2. And since then Ulrich Consultants & Investment Group, LLC has made 3 purchases of VOO, at an average price of $370.62, for a total of 26,650.00 shares. In addition, there have been 1 sales at an average price of $365.38 for 105.00 shares. Based on historical transaction data and VOO's current price of $576.92, Ulrich Consultants & Investment Group, LLC's estimated gain on his VOO holdings is $5.48 Mil, reflecting a 55.44% gain to date.
Ulrich Consultants & Investment Group, LLC VOO ($576.92) Holding Chart
Ulrich Consultants & Investment Group, LLC VOO ($576.92) 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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