Crestmont Private Wealth LLC VOO Holdings History
Crestmont Private Wealth LLC's Vanguard S&P 500 ETF Holding Summary
As of 2025-03-31, Crestmont Private Wealth LLC held 92,452.00 shares of Vanguard S&P 500 ETF(VOO), totaling $47.51 Mil. This investment constitutes 20.57% of their stock portfolio, and Crestmont Private 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 Crestmont Private Wealth LLC has made 10 purchases of VOO, at an average price of $418.71, for a total of 104,779.00 shares. In addition, there have been 3 sales at an average price of $466.84 for 12,327.00 shares. Based on historical transaction data and VOO's current price of $582.11, Crestmont Private Wealth LLC's estimated gain on his VOO holdings is $15.70 Mil, reflecting a 35.79% gain to date.
Crestmont Private Wealth LLC VOO ($582.11) Holding Chart
Crestmont Private Wealth LLC VOO ($582.11) 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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