Certus Wealth Management, LLC VOO Holdings History
Certus Wealth Management, LLC's Vanguard S&P 500 ETF Holding Summary
As of 2025-03-31, Certus Wealth Management, LLC held 38,546.00 shares of Vanguard S&P 500 ETF(VOO), totaling $20.66 Mil. This investment constitutes 14.02% of their stock portfolio, and Certus Wealth Management, LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2023Q2. And since then Certus Wealth Management, LLC has made 4 purchases of VOO, at an average price of $413.93, for a total of 59,554.00 shares. In addition, there have been 3 sales at an average price of $484.66 for 21,008.00 shares. Based on historical transaction data and VOO's current price of $573.22, Certus Wealth Management, LLC's estimated gain on his VOO holdings is $7.63 Mil, reflecting a 30.93% gain to date.
Certus Wealth Management, LLC VOO ($573.22) Holding Chart
Certus 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
