Brio Consultants, LLC VOO Holdings History

Number of Shares
127,599.00
Current Holdings Value*
$65.57 Mil
% of Portfolio
10.3%
Total Estimate Gain
$23.22 Mil
% of Total Estimate Gain
40.24%

Brio Consultants, LLC's Vanguard S&P 500 ETF Holding Summary

As of 2025-03-31, Brio Consultants, LLC held 127,599.00 shares of Vanguard S&P 500 ETF(VOO), totaling $65.57 Mil. This investment constitutes 10.3% of their stock portfolio, and Brio Consultants, LLC now holds 0.01% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2019Q3. And since then Brio Consultants, LLC has made 15 purchases of VOO, at an average price of $393.01, for a total of 146,847.00 shares. In addition, there have been 8 sales at an average price of $373.48 for 19,248.00 shares. Based on historical transaction data and VOO's current price of $577.95, Brio Consultants, LLC's estimated gain on his VOO holdings is $23.22 Mil, reflecting a 40.24% gain to date.

Brio Consultants, LLC VOO ($577.95) Holding Chart

Brio Consultants, LLC VOO ($577.95) 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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