Aegis Wealth Management LLC VOO Holdings History
Aegis Wealth Management LLC's Vanguard S&P 500 ETF Holding Summary
As of 2025-03-31, Aegis Wealth Management LLC held 9,560.00 shares of Vanguard S&P 500 ETF(VOO), totaling $4.91 Mil. This investment constitutes 2.89% of their stock portfolio, and Aegis Wealth Management LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2024Q4. And since then Aegis Wealth Management LLC has made 1 purchases of VOO, at an average price of $540.94, for a total of 9,560.00 shares. Based on historical transaction data and VOO's current price of $576.92, Aegis Wealth Management LLC's estimated gain on his VOO holdings is $343,970.96, reflecting a 6.65% gain to date.
Aegis Wealth Management LLC VOO ($576.92) Holding Chart
Aegis 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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