Number of Shares
19,410.00
Current Holdings Value*
$9.97 Mil
% of Portfolio
5.37%
Total Estimate Gain
$2.98 Mil
% of Total Estimate Gain
36.02%

Viewpoint Capital Management LLC's Vanguard S&P 500 ETF Holding Summary

As of 2025-03-31, Viewpoint Capital Management LLC held 19,410.00 shares of Vanguard S&P 500 ETF(VOO), totaling $9.97 Mil. This investment constitutes 5.37% of their stock portfolio, and Viewpoint Capital Management LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2021Q4. And since then Viewpoint Capital Management LLC has made 9 purchases of VOO, at an average price of $413.85, for a total of 20,007.00 shares. In addition, there have been 3 sales at an average price of $432.44 for 597.00 shares. Based on historical transaction data and VOO's current price of $566.95, Viewpoint Capital Management LLC's estimated gain on his VOO holdings is $2.98 Mil, reflecting a 36.02% gain to date.

Viewpoint Capital Management LLC VOO ($566.95) Holding Chart

Viewpoint Capital Management LLC 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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