Cook Wealth, LLC VOO Holdings History

Number of Shares
115,143.00
Current Holdings Value*
$59.11 Mil
% of Portfolio
28.69%
Total Estimate Gain
$15.40 Mil
% of Total Estimate Gain
30.56%

Cook Wealth, LLC's Vanguard S&P 500 ETF Holding Summary

As of 2025-03-31, Cook Wealth, LLC held 115,143.00 shares of Vanguard S&P 500 ETF(VOO), totaling $59.11 Mil. This investment constitutes 28.69% of their stock portfolio, and Cook Wealth, LLC now holds 0.01% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2021Q4. And since then Cook Wealth, LLC has made 13 purchases of VOO, at an average price of $437.73, for a total of 115,143.00 shares. Based on historical transaction data and VOO's current price of $571.50, Cook Wealth, LLC's estimated gain on his VOO holdings is $15.40 Mil, reflecting a 30.56% gain to date.

Cook Wealth, LLC VOO ($571.50) Holding Chart

Cook Wealth, LLC VOO ($571.50) 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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