WARNER FINANCIAL, INC VOO Holdings History
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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