Zhang Financial LLC VOO Holdings History

Number of Shares
288,860.00
Current Holdings Value*
$148.45 Mil
% of Portfolio
7.85%
Total Estimate Gain
$49.53 Mil
% of Total Estimate Gain
42.05%

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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