Number of Shares
7,771.00
Current Holdings Value*
$3.99 Mil
% of Portfolio
2.39%
Total Estimate Gain
$352,458.16
% of Total Estimate Gain
7.74%

Capital Wealth Alliance, LLC's Vanguard S&P 500 ETF Holding Summary

As of 2025-03-31, Capital Wealth Alliance, LLC held 7,771.00 shares of Vanguard S&P 500 ETF(VOO), totaling $3.99 Mil. This investment constitutes 2.39% of their stock portfolio, and Capital Wealth Alliance, LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2019Q4. And since then Capital Wealth Alliance, LLC has made 3 purchases of VOO, at an average price of $522.31, for a total of 8,724.00 shares. In addition, there have been 2 sales at an average price of $398.45 for 953.00 shares. Based on historical transaction data and VOO's current price of $582.86, Capital Wealth Alliance, LLC's estimated gain on his VOO holdings is $352,458.16, reflecting a 7.74% gain to date.

Capital Wealth Alliance, LLC VOO ($582.86) Holding Chart

Capital Wealth Alliance, 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 %

Top Ranked Articles

  • 1