CARL STUART INVESTMENT ADVISOR, INC VOO Holdings History
CARL STUART INVESTMENT ADVISOR, INC's Vanguard S&P 500 ETF Holding Summary
As of 2025-03-31, CARL STUART INVESTMENT ADVISOR, INC held 41,903.00 shares of Vanguard S&P 500 ETF(VOO), totaling $21.53 Mil. This investment constitutes 12.16% of their stock portfolio, and CARL STUART INVESTMENT ADVISOR, INC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2021Q4. And since then CARL STUART INVESTMENT ADVISOR, INC has made 2 purchases of VOO, at an average price of $420.10, for a total of 59,267.00 shares. In addition, there have been 11 sales at an average price of $447.41 for 17,364.00 shares. Based on historical transaction data and VOO's current price of $570.23, CARL STUART INVESTMENT ADVISOR, INC's estimated gain on his VOO holdings is $6.77 Mil, reflecting a 27.17% gain to date.
CARL STUART INVESTMENT ADVISOR, INC VOO ($570.23) Holding Chart
CARL STUART INVESTMENT ADVISOR, INC VOO ($570.23) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
