Number of Shares
1.06 Mil
Current Holdings Value*
$326.25 Mil
% of Portfolio
11.54%
Total Estimate Gain
$316.85 Mil
% of Total Estimate Gain
105.16%

BRONFMAN E.L. ROTHSCHILD, L.P.'s Vanguard S&P 500 ETF Holding Summary

As of 2020-09-30, BRONFMAN E.L. ROTHSCHILD, L.P. held 1.06 Mil shares of Vanguard S&P 500 ETF(VOO), totaling $326.25 Mil. This investment constitutes 11.54% of their stock portfolio, and BRONFMAN E.L. ROTHSCHILD, L.P. now holds 0.15% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2018Q2. And since then BRONFMAN E.L. ROTHSCHILD, L.P. has made 9 purchases of VOO, at an average price of $284.07, for a total of 1.06 Mil shares. In addition, there have been 1 sales at an average price of $271.43 for 190.00 shares. Based on historical transaction data and VOO's current price of $582.86, BRONFMAN E.L. ROTHSCHILD, L.P.'s estimated gain on his VOO holdings is $316.85 Mil, reflecting a 105.16% gain to date.

BRONFMAN E.L. ROTHSCHILD, L.P. VOO ($582.86) Holding Chart

BRONFMAN E.L. ROTHSCHILD, L.P. VOO ($582.86) 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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