Core Wealth Advisors, Inc. VOO Holdings History
Core Wealth Advisors, Inc.'s Vanguard S&P 500 ETF Holding Summary
As of 2025-03-31, Core Wealth Advisors, Inc. held 40,096.00 shares of Vanguard S&P 500 ETF(VOO), totaling $20.61 Mil. This investment constitutes 6.56% of their stock portfolio, and Core Wealth Advisors, Inc. now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2022Q4. And since then Core Wealth Advisors, Inc. has made 5 purchases of VOO, at an average price of $353.01, for a total of 92,714.00 shares. In addition, there have been 5 sales at an average price of $388.89 for 52,618.00 shares. Based on historical transaction data and VOO's current price of $568.03, Core Wealth Advisors, Inc.'s estimated gain on his VOO holdings is $10.51 Mil, reflecting a 32.11% gain to date.
Core Wealth Advisors, Inc. VOO ($568.03) Holding Chart
Core Wealth Advisors, Inc. VOO ($568.03) 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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