Advisor OS, LLC VOO Holdings History
Advisor OS, LLC's Vanguard S&P 500 ETF Holding Summary
As of 2025-03-31, Advisor OS, LLC held 164,345.00 shares of Vanguard S&P 500 ETF(VOO), totaling $84.46 Mil. This investment constitutes 9.61% of their stock portfolio, and Advisor OS, LLC now holds 0.01% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2020Q2. And since then Advisor OS, LLC has made 11 purchases of VOO, at an average price of $367.20, for a total of 394,569.00 shares. In addition, there have been 8 sales at an average price of $376.60 for 230,224.00 shares. Based on historical transaction data and VOO's current price of $566.95, Advisor OS, LLC's estimated gain on his VOO holdings is $34.99 Mil, reflecting a 24.15% gain to date.
Advisor OS, LLC VOO ($566.95) Holding Chart
Advisor OS, LLC VOO ($566.95) 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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