Destination Wealth Management VOO Holdings History
Destination Wealth Management's Vanguard S&P 500 ETF Holding Summary
As of 2025-03-31, Destination Wealth Management held 11,270.00 shares of Vanguard S&P 500 ETF(VOO), totaling $5.79 Mil. This investment constitutes 0.18% of their stock portfolio, and Destination Wealth Management now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2015Q4. And since then Destination Wealth Management has made 12 purchases of VOO, at an average price of $201.48, for a total of 263,979.00 shares. In addition, there have been 18 sales at an average price of $222.16 for 252,709.00 shares. Based on historical transaction data and VOO's current price of $582.04, Destination Wealth Management's estimated gain on his VOO holdings is $9.52 Mil, reflecting a 17.89% gain to date.
Destination Wealth Management VOO ($582.04) Holding Chart
Destination Wealth Management VOO ($582.04) 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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