CIC Wealth, LLC VOO Holdings History
CIC Wealth, LLC's Vanguard S&P 500 ETF Holding Summary
As of 2024-09-30, CIC Wealth, LLC held 96,648.00 shares of Vanguard S&P 500 ETF(VOO), totaling $51.00 Mil. This investment constitutes 13.18% of their stock portfolio, and CIC Wealth, LLC now holds 0.01% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2022Q4. And since then CIC Wealth, LLC has made 7 purchases of VOO, at an average price of $385.69, for a total of 96,648.00 shares. Based on historical transaction data and VOO's current price of $566.95, CIC Wealth, LLC's estimated gain on his VOO holdings is $17.52 Mil, reflecting a 47.00% gain to date.
CIC Wealth, LLC VOO ($566.95) Holding Chart
CIC Wealth, LLC VOO ($566.95) 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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