Number of Shares
40,488.00
Current Holdings Value*
$20.81 Mil
% of Portfolio
3.19%
Total Estimate Gain
$11.07 Mil
% of Total Estimate Gain
62.38%

CVA Family Office, LLC's Vanguard S&P 500 ETF Holding Summary

As of 2025-03-31, CVA Family Office, LLC held 40,488.00 shares of Vanguard S&P 500 ETF(VOO), totaling $20.81 Mil. This investment constitutes 3.19% of their stock portfolio, and CVA Family Office, LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2019Q4. And since then CVA Family Office, LLC has made 11 purchases of VOO, at an average price of $326.99, for a total of 54,285.00 shares. In addition, there have been 10 sales at an average price of $378.65 for 13,797.00 shares. Based on historical transaction data and VOO's current price of $582.86, CVA Family Office, LLC's estimated gain on his VOO holdings is $11.07 Mil, reflecting a 62.38% gain to date.

CVA Family Office, LLC VOO ($582.86) Holding Chart

CVA Family Office, LLC 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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