CVT Volatility Managed Moderate Growth Portfolio VOO Holdings History
CVT Volatility Managed Moderate Growth Portfolio's Vanguard S&P 500 ETF Holding Summary
As of 2025-03-31, CVT Volatility Managed Moderate Growth Portfolio held 21,000.00 shares of Vanguard S&P 500 ETF(VOO), totaling $10.79 Mil. This investment constitutes 20.04% of their stock portfolio, and CVT Volatility Managed Moderate Growth Portfolio now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2019Q3. And since then CVT Volatility Managed Moderate Growth Portfolio has made 3 purchases of VOO, at an average price of $269.29, for a total of 76,920.00 shares. In addition, there have been 17 sales at an average price of $374.55 for 55,920.00 shares. Based on historical transaction data and VOO's current price of $573.64, CVT Volatility Managed Moderate Growth Portfolio's estimated gain on his VOO holdings is $12.28 Mil, reflecting a 59.27% gain to date.
CVT Volatility Managed Moderate Growth Portfolio VOO ($573.64) Holding Chart
CVT Volatility Managed Moderate Growth Portfolio VOO ($573.64) 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