Clear Perspective Advisors, LLC VOO Holdings History
Clear Perspective Advisors, LLC's Vanguard S&P 500 ETF Holding Summary
As of 2021-12-31, Clear Perspective Advisors, LLC held 32,562.00 shares of Vanguard S&P 500 ETF(VOO), totaling $14.21 Mil. This investment constitutes 4.31% of their stock portfolio, and Clear Perspective Advisors, LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2018Q2. And since then Clear Perspective Advisors, LLC has made 8 purchases of VOO, at an average price of $263.47, for a total of 106,340.00 shares. In addition, there have been 7 sales at an average price of $289.52 for 73,778.00 shares. Based on historical transaction data and VOO's current price of $576.92, Clear Perspective Advisors, LLC's estimated gain on his VOO holdings is $12.13 Mil, reflecting a 43.29% gain to date.
Clear Perspective Advisors, LLC VOO ($576.92) Holding Chart
Clear Perspective Advisors, LLC VOO ($576.92) 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
