Claro Advisors LLC VOO Holdings History

Number of Shares
58,441.00
Current Holdings Value*
$30.03 Mil
% of Portfolio
4.02%
Total Estimate Gain
$9.22 Mil
% of Total Estimate Gain
36.49%

Claro Advisors LLC's Vanguard S&P 500 ETF Holding Summary

As of 2025-03-31, Claro Advisors LLC held 58,441.00 shares of Vanguard S&P 500 ETF(VOO), totaling $30.03 Mil. This investment constitutes 4.02% of their stock portfolio, and Claro Advisors LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2018Q4. And since then Claro Advisors LLC has made 16 purchases of VOO, at an average price of $424.25, for a total of 59,566.00 shares. In addition, there have been 3 sales at an average price of $329.88 for 1,125.00 shares. Based on historical transaction data and VOO's current price of $583.86, Claro Advisors LLC's estimated gain on his VOO holdings is $9.22 Mil, reflecting a 36.49% gain to date.

Claro Advisors LLC VOO ($583.86) Holding Chart

Claro Advisors LLC VOO ($583.86) 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 %

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