Altium Wealth Management LLC VOO Holdings History
Altium Wealth Management LLC's Vanguard S&P 500 ETF Holding Summary
As of 2022-06-30, Altium Wealth Management LLC held 482,795.00 shares of Vanguard S&P 500 ETF(VOO), totaling $167.47 Mil. This investment constitutes 12.09% of their stock portfolio, and Altium Wealth Management LLC now holds 0.07% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2018Q2. And since then Altium Wealth Management LLC has made 13 purchases of VOO, at an average price of $279.93, for a total of 553,895.00 shares. In addition, there have been 4 sales at an average price of $369.60 for 71,100.00 shares. Based on historical transaction data and VOO's current price of $570.61, Altium Wealth Management LLC's estimated gain on his VOO holdings is $146.71 Mil, reflecting a 94.62% gain to date.
Altium Wealth Management LLC VOO ($570.61) Holding Chart
Altium Wealth Management LLC VOO ($570.61) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
