Jvl Associates Llc VOO Holdings History

Number of Shares
769.00
Current Holdings Value*
$395,040.00
% of Portfolio
0.16%
Total Estimate Gain
$17,933.08
% of Total Estimate Gain
4.31%

jvl associates llc's Vanguard S&P 500 ETF Holding Summary

As of 2025-03-31, jvl associates llc held 769.00 shares of Vanguard S&P 500 ETF(VOO), totaling $395,040.00. This investment constitutes 0.16% of their stock portfolio, and jvl associates llc now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2025Q1. And since then jvl associates llc has made 1 purchases of VOO, at an average price of $540.58, for a total of 769.00 shares. Based on historical transaction data and VOO's current price of $563.90, jvl associates llc's estimated gain on his VOO holdings is $17,933.08, reflecting a 4.31% gain to date.

jvl associates llc VOO ($563.90) Holding Chart

jvl associates llc VOO ($563.90) 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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