Number of Shares
33,469.00
Current Holdings Value*
$17.19 Mil
% of Portfolio
2.05%
Total Estimate Gain
$12.89 Mil
% of Total Estimate Gain
27.77%

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

As of 2025-03-31, Virtue Capital Management, LLC held 33,469.00 shares of Vanguard S&P 500 ETF(VOO), totaling $17.19 Mil. This investment constitutes 2.05% of their stock portfolio, and Virtue Capital Management, LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2018Q2. And since then Virtue Capital Management, LLC has made 12 purchases of VOO, at an average price of $334.75, for a total of 138,661.00 shares. In addition, there have been 12 sales at an average price of $381.24 for 105,192.00 shares. Based on historical transaction data and VOO's current price of $573.74, Virtue Capital Management, LLC's estimated gain on his VOO holdings is $12.89 Mil, reflecting a 27.77% gain to date.

Virtue Capital Management, LLC VOO ($573.74) Holding Chart

Virtue Capital Management, LLC VOO ($573.74) 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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