BARTLETT & CO. WEALTH MANAGEMENT LLC VOO Holdings History
BARTLETT & CO. WEALTH MANAGEMENT LLC's Vanguard S&P 500 ETF Holding Summary
As of 2025-06-30, BARTLETT & CO. WEALTH MANAGEMENT LLC held 341,527.00 shares of Vanguard S&P 500 ETF(VOO), totaling $194.58 Mil. This investment constitutes 2.72% of their stock portfolio, and BARTLETT & CO. WEALTH MANAGEMENT LLC now holds 0.03% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2019Q1. And since then BARTLETT & CO. WEALTH MANAGEMENT LLC has made 21 purchases of VOO, at an average price of $350.22, for a total of 362,367.00 shares. In addition, there have been 4 sales at an average price of $390.58 for 20,840.00 shares. Based on historical transaction data and VOO's current price of $576.92, BARTLETT & CO. WEALTH MANAGEMENT LLC's estimated gain on his VOO holdings is $78.27 Mil, reflecting a 61.67% gain to date.
BARTLETT & CO. WEALTH MANAGEMENT LLC VOO ($576.92) Holding Chart
BARTLETT & CO. 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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