Clearstead Advisors, LLC VOO Holdings History
Clearstead Advisors, LLC's Vanguard S&P 500 ETF Holding Summary
As of 2025-03-31, Clearstead Advisors, LLC held 1.17 Mil shares of Vanguard S&P 500 ETF(VOO), totaling $599.95 Mil. This investment constitutes 9.31% of their stock portfolio, and Clearstead Advisors, LLC now holds 0.1% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2018Q2. And since then Clearstead Advisors, LLC has made 16 purchases of VOO, at an average price of $403.98, for a total of 1.62 Mil shares. In addition, there have been 12 sales at an average price of $399.19 for 455,212.00 shares. Based on historical transaction data and VOO's current price of $576.92, Clearstead Advisors, LLC's estimated gain on his VOO holdings is $199.71 Mil, reflecting a 30.47% gain to date.
Clearstead Advisors, LLC VOO ($576.92) Holding Chart
Clearstead 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 % | |||
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