WARNER FINANCIAL, INC VOO Holdings History

Number of Shares
12,522.00
Current Holdings Value*
$6.44 Mil
% of Portfolio
2.85%
Total Estimate Gain
$1.95 Mil
% of Total Estimate Gain
35.41%

WARNER FINANCIAL, INC's Vanguard S&P 500 ETF Holding Summary

As of 2025-03-31, WARNER FINANCIAL, INC held 12,522.00 shares of Vanguard S&P 500 ETF(VOO), totaling $6.44 Mil. This investment constitutes 2.85% of their stock portfolio, and WARNER FINANCIAL, INC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2021Q4. And since then WARNER FINANCIAL, INC has made 12 purchases of VOO, at an average price of $425.41, for a total of 12,923.00 shares. In addition, there have been 1 sales at an average price of $540.58 for 401.00 shares. Based on historical transaction data and VOO's current price of $577.18, WARNER FINANCIAL, INC's estimated gain on his VOO holdings is $1.95 Mil, reflecting a 35.41% gain to date.

WARNER FINANCIAL, INC VOO ($577.18) Holding Chart

WARNER FINANCIAL, INC VOO ($577.18) 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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