Valmark Advisers, Inc. VOO Holdings History
Valmark Advisers, Inc.'s Vanguard S&P 500 ETF Holding Summary
As of 2025-03-31, Valmark Advisers, Inc. held 563,876.00 shares of Vanguard S&P 500 ETF(VOO), totaling $289.78 Mil. This investment constitutes 4.37% of their stock portfolio, and Valmark Advisers, Inc. now holds 0.04% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2017Q4. And since then Valmark Advisers, Inc. has made 12 purchases of VOO, at an average price of $267.97, for a total of 2.05 Mil shares. In addition, there have been 18 sales at an average price of $321.57 for 1.49 Mil shares. Based on historical transaction data and VOO's current price of $576.92, Valmark Advisers, Inc.'s estimated gain on his VOO holdings is $253.94 Mil, reflecting a 46.20% gain to date.
Valmark Advisers, Inc. VOO ($576.92) Holding Chart
Valmark Advisers, Inc. 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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