Circle Wealth Management, LLC VOO Holdings History
Circle Wealth Management, LLC's Vanguard S&P 500 ETF Holding Summary
As of 2025-03-31, Circle Wealth Management, LLC held 146,947.00 shares of Vanguard S&P 500 ETF(VOO), totaling $75.52 Mil. This investment constitutes 1.73% of their stock portfolio, and Circle Wealth Management, LLC now holds 0.01% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2020Q1. And since then Circle Wealth Management, LLC has made 17 purchases of VOO, at an average price of $492.93, for a total of 147,237.00 shares. In addition, there have been 1 sales at an average price of $268.51 for 290.00 shares. Based on historical transaction data and VOO's current price of $577.18, Circle Wealth Management, LLC's estimated gain on his VOO holdings is $12.31 Mil, reflecting a 16.97% gain to date.
Circle Wealth Management, LLC VOO ($577.18) Holding Chart
Circle Wealth Management, LLC VOO ($577.18) 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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