Corient Private Wealth LLC VOO Holdings History
Corient Private Wealth LLC's Vanguard S&P 500 ETF Holding Summary
As of 2025-03-31, Corient Private Wealth LLC held 2.39 Mil shares of Vanguard S&P 500 ETF(VOO), totaling $1.23 Bil. This investment constitutes 2% of their stock portfolio, and Corient Private Wealth LLC now holds 0.21% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2022Q4. And since then Corient Private Wealth LLC has made 6 purchases of VOO, at an average price of $459.89, for a total of 2.97 Mil shares. In addition, there have been 3 sales at an average price of $535.98 for 576,834.00 shares. Based on historical transaction data and VOO's current price of $577.95, Corient Private Wealth LLC's estimated gain on his VOO holdings is $325.83 Mil, reflecting a 23.90% gain to date.
Corient Private Wealth LLC VOO ($577.95) Holding Chart
Corient Private Wealth LLC VOO ($577.95) 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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