BAKER TILLY WEALTH MANAGEMENT, LLC VOO Holdings History
BAKER TILLY WEALTH MANAGEMENT, LLC's Vanguard S&P 500 ETF Holding Summary
As of 2025-06-30, BAKER TILLY WEALTH MANAGEMENT, LLC held 50,428.00 shares of Vanguard S&P 500 ETF(VOO), totaling $28.64 Mil. This investment constitutes 10.23% of their stock portfolio, and BAKER TILLY WEALTH MANAGEMENT, LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2020Q4. And since then BAKER TILLY WEALTH MANAGEMENT, LLC has made 16 purchases of VOO, at an average price of $433.46, for a total of 50,764.00 shares. In addition, there have been 1 sales at an average price of $363.71 for 336.00 shares. Based on historical transaction data and VOO's current price of $576.92, BAKER TILLY WEALTH MANAGEMENT, LLC's estimated gain on his VOO holdings is $7.21 Mil, reflecting a 32.77% gain to date.
BAKER TILLY WEALTH MANAGEMENT, LLC VOO ($576.92) Holding Chart
BAKER TILLY 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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