Zhang Financial LLC VOO Holdings History
Zhang Financial LLC's Vanguard S&P 500 ETF Holding Summary
As of 2025-03-31, Zhang Financial LLC held 288,860.00 shares of Vanguard S&P 500 ETF(VOO), totaling $148.45 Mil. This investment constitutes 7.85% of their stock portfolio, and Zhang Financial LLC now holds 0.02% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2018Q2. And since then Zhang Financial LLC has made 22 purchases of VOO, at an average price of $404.27, for a total of 291,351.00 shares. In addition, there have been 4 sales at an average price of $266.09 for 2,491.00 shares. Based on historical transaction data and VOO's current price of $576.92, Zhang Financial LLC's estimated gain on his VOO holdings is $49.53 Mil, reflecting a 42.05% gain to date.
Zhang Financial LLC VOO ($576.92) Holding Chart
Zhang Financial LLC VOO ($576.92) 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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