CAPTRUST FINANCIAL ADVISORS VOO Holdings History
CAPTRUST FINANCIAL ADVISORS's Vanguard S&P 500 ETF Holding Summary
As of 2025-03-31, CAPFINANCIAL PARTNERS, LLC held 1.07 Mil shares of Vanguard S&P 500 ETF(VOO), totaling $548.58 Mil. This investment constitutes 1.38% of their stock portfolio, and CAPFINANCIAL PARTNERS, LLC now holds 0.09% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2015Q3. And since then CAPTRUST FINANCIAL ADVISORS has made 17 purchases of VOO, at an average price of $411.48, for a total of 2.12 Mil shares. In addition, there have been 14 sales at an average price of $443.67 for 1.05 Mil shares. Based on historical transaction data and VOO's current price of $577.18, CAPTRUST FINANCIAL ADVISORS's estimated gain on his VOO holdings is $210.71 Mil, reflecting a 24.17% gain to date.
CAPTRUST FINANCIAL ADVISORS VOO ($577.18) Holding Chart
CAPTRUST FINANCIAL ADVISORS VOO ($577.18) 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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