Domani Wealth, LLC VOO Holdings History

Number of Shares
245,834.00
Current Holdings Value*
$92.45 Mil
% of Portfolio
21.45%
Total Estimate Gain
$82.13 Mil
% of Total Estimate Gain
111.52%

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

As of 2023-03-31, Domani Wealth, LLC held 245,834.00 shares of Vanguard S&P 500 ETF(VOO), totaling $92.45 Mil. This investment constitutes 21.45% of their stock portfolio, and Domani Wealth, LLC now holds 0.03% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2018Q2. And since then Domani Wealth, LLC has made 10 purchases of VOO, at an average price of $257.77, for a total of 285,713.00 shares. In addition, there have been 10 sales at an average price of $349.89 for 39,879.00 shares. Based on historical transaction data and VOO's current price of $576.92, Domani Wealth, LLC's estimated gain on his VOO holdings is $82.13 Mil, reflecting a 111.52% gain to date.

Domani Wealth, LLC VOO ($576.92) Holding Chart

Domani Wealth, LLC VOO ($576.92) 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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