Centricity Wealth Management, LLC VOO Holdings History
Centricity Wealth Management, LLC's Vanguard S&P 500 ETF Holding Summary
As of 2025-03-31, Centricity Wealth Management, LLC held 28,164.00 shares of Vanguard S&P 500 ETF(VOO), totaling $14.47 Mil. This investment constitutes 13.14% of their stock portfolio, and Centricity Wealth Management, LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2024Q4. And since then Centricity Wealth Management, LLC has made 1 purchases of VOO, at an average price of $541.92, for a total of 28,164.00 shares. Based on historical transaction data and VOO's current price of $573.22, Centricity Wealth Management, LLC's estimated gain on his VOO holdings is $881,643.12, reflecting a 5.78% gain to date.
Centricity Wealth Management, LLC VOO ($573.22) Holding Chart
Centricity Wealth Management, LLC VOO ($573.22) 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
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
