VALLEY FINANCIAL MANAGEMENT, INC. VOO Holdings History
VALLEY FINANCIAL MANAGEMENT, INC.'s Vanguard S&P 500 ETF Holding Summary
As of 2023-06-30, VALLEY FINANCIAL MANAGEMENT, INC. held 17,216.00 shares of Vanguard S&P 500 ETF(VOO), totaling $7.03 Mil. This investment constitutes 3.64% of their stock portfolio, and VALLEY FINANCIAL MANAGEMENT, INC. now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2022Q3. In addition, there have been 3 sales at an average price of $357.00 for 32,299.00 shares. Based on historical transaction data and VOO's current price of $570.61, VALLEY FINANCIAL MANAGEMENT, INC.'s estimated gain on his VOO holdings is $3.35 Mil, reflecting a 18.58% gain to date.
VALLEY FINANCIAL MANAGEMENT, INC. VOO ($570.61) Holding Chart
VALLEY FINANCIAL MANAGEMENT, INC. VOO ($570.61) 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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