Cassady Schiller Wealth Management, LLC VOO Holdings History
Cassady Schiller Wealth Management, LLC's Vanguard S&P 500 ETF Holding Summary
As of 2024-12-31, Cassady Schiller Wealth Management, LLC held 43,721.00 shares of Vanguard S&P 500 ETF(VOO), totaling $23.56 Mil. This investment constitutes 8.76% of their stock portfolio, and Cassady Schiller Wealth Management, LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2021Q4. And since then Cassady Schiller Wealth Management, LLC has made 11 purchases of VOO, at an average price of $416.50, for a total of 43,798.00 shares. In addition, there have been 1 sales at an average price of $365.38 for 77.00 shares. Based on historical transaction data and VOO's current price of $574.16, Cassady Schiller Wealth Management, LLC's estimated gain on his VOO holdings is $6.89 Mil, reflecting a 37.77% gain to date.
Cassady Schiller Wealth Management, LLC VOO ($574.16) Holding Chart
Cassady Schiller Wealth Management, LLC VOO ($574.16) 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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