Number of Shares
688,588.00
Current Holdings Value*
$331.00 Mil
% of Portfolio
9.26%
Total Estimate Gain
$193.72 Mil
% of Total Estimate Gain
96.90%

WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC's Vanguard S&P 500 ETF Holding Summary

As of 2024-03-31, WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC held 688,588.00 shares of Vanguard S&P 500 ETF(VOO), totaling $331.00 Mil. This investment constitutes 9.26% of their stock portfolio, and WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC now holds -% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2013Q4. And since then WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC has made 31 purchases of VOO, at an average price of $287.20, for a total of 696,116.00 shares. In addition, there have been 2 sales at an average price of $357.04 for 7,528.00 shares. Based on historical transaction data and VOO's current price of $567.77, WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC's estimated gain on his VOO holdings is $193.72 Mil, reflecting a 96.90% gain to date.

WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC VOO ($567.77) Holding Chart

WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC VOO ($567.77) 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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