AE Wealth Management LLC VOO Holdings History
AE Wealth Management LLC's Vanguard S&P 500 ETF Holding Summary
As of 2025-03-31, AE Wealth Management LLC held 355,535.00 shares of Vanguard S&P 500 ETF(VOO), totaling $182.71 Mil. This investment constitutes 1.54% of their stock portfolio, and AE Wealth Management LLC now holds 0.03% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2018Q2. And since then AE Wealth Management LLC has made 11 purchases of VOO, at an average price of $267.18, for a total of 2.28 Mil shares. In addition, there have been 16 sales at an average price of $335.27 for 1.92 Mil shares. Based on historical transaction data and VOO's current price of $576.92, AE Wealth Management LLC's estimated gain on his VOO holdings is $241.01 Mil, reflecting a 39.61% gain to date.
AE Wealth Management LLC VOO ($576.92) Holding Chart
AE Wealth Management 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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