Number of Shares
245,786.00
Current Holdings Value*
$93.56 Mil
% of Portfolio
10.2%
Total Estimate Gain
$57.14 Mil
% of Total Estimate Gain
67.50%

BREWIN DOLPHIN WEALTH MANAGEMENT LTD's Vanguard S&P 500 ETF Holding Summary

As of 2022-06-30, BREWIN DOLPHIN WEALTH MANAGEMENT LTD held 245,786.00 shares of Vanguard S&P 500 ETF(VOO), totaling $93.56 Mil. This investment constitutes 10.2% of their stock portfolio, and BREWIN DOLPHIN WEALTH MANAGEMENT LTD now holds 0.03% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2020Q2. And since then BREWIN DOLPHIN WEALTH MANAGEMENT LTD has made 8 purchases of VOO, at an average price of $344.44, for a total of 245,786.00 shares. Based on historical transaction data and VOO's current price of $576.92, BREWIN DOLPHIN WEALTH MANAGEMENT LTD's estimated gain on his VOO holdings is $57.14 Mil, reflecting a 67.50% gain to date.

BREWIN DOLPHIN WEALTH MANAGEMENT LTD VOO ($576.92) Holding Chart

BREWIN DOLPHIN WEALTH MANAGEMENT LTD 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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