ASSETMARK, INC VOO Holdings History

Number of Shares
3.15 Mil
Current Holdings Value*
$1.62 Bil
% of Portfolio
4.45%
Total Estimate Gain
$995.68 Mil
% of Total Estimate Gain
94.34%

ASSETMARK, INC's Vanguard S&P 500 ETF Holding Summary

As of 2025-03-31, ASSETMARK, INC held 3.15 Mil shares of Vanguard S&P 500 ETF(VOO), totaling $1.62 Bil. This investment constitutes 4.45% of their stock portfolio, and ASSETMARK, INC now holds 0.28% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2014Q1. And since then ASSETMARK, INC has made 23 purchases of VOO, at an average price of $270.26, for a total of 3.91 Mil shares. In addition, there have been 13 sales at an average price of $324.16 for 752,671.00 shares. Based on historical transaction data and VOO's current price of $573.22, ASSETMARK, INC's estimated gain on his VOO holdings is $995.68 Mil, reflecting a 94.34% gain to date.

ASSETMARK, INC VOO ($573.22) Holding Chart

ASSETMARK, INC VOO ($573.22) 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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