Number of Shares
36,574.00
Current Holdings Value*
$18.40 Mil
% of Portfolio
3.53%
Total Estimate Gain
$3.39 Mil
% of Total Estimate Gain
17.17%

VICTORY FINANCIAL GROUP, LLC's Vanguard S&P 500 ETF Holding Summary

As of 2025-03-31, VICTORY FINANCIAL GROUP, LLC held 36,574.00 shares of Vanguard S&P 500 ETF(VOO), totaling $18.40 Mil. This investment constitutes 3.53% of their stock portfolio, and VICTORY FINANCIAL GROUP, LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2023Q4. And since then VICTORY FINANCIAL GROUP, LLC has made 2 purchases of VOO, at an average price of $492.79, for a total of 40,073.00 shares. In addition, there have been 2 sales at an average price of $529.02 for 3,499.00 shares. Based on historical transaction data and VOO's current price of $582.03, VICTORY FINANCIAL GROUP, LLC's estimated gain on his VOO holdings is $3.39 Mil, reflecting a 17.17% gain to date.

VICTORY FINANCIAL GROUP, LLC VOO ($582.03) Holding Chart

VICTORY FINANCIAL GROUP, LLC VOO ($582.03) 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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