Number of Shares
4,317.00
Current Holdings Value*
$2.22 Mil
% of Portfolio
1.26%
Total Estimate Gain
$1.40 Mil
% of Total Estimate Gain
4.33%

ELEVATUS WELATH MANAGEMENT's Vanguard S&P 500 ETF Holding Summary

As of 2025-03-31, ELEVATUS WELATH MANAGEMENT held 4,317.00 shares of Vanguard S&P 500 ETF(VOO), totaling $2.22 Mil. This investment constitutes 1.26% of their stock portfolio, and ELEVATUS WELATH MANAGEMENT now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2023Q2. And since then ELEVATUS WELATH MANAGEMENT has made 6 purchases of VOO, at an average price of $519.38, for a total of 62,469.00 shares. In addition, there have been 1 sales at an average price of $540.58 for 58,152.00 shares. Based on historical transaction data and VOO's current price of $559.18, ELEVATUS WELATH MANAGEMENT's estimated gain on his VOO holdings is $1.40 Mil, reflecting a 4.33% gain to date.

ELEVATUS WELATH MANAGEMENT VOO ($559.18) Holding Chart

ELEVATUS WELATH MANAGEMENT VOO ($559.18) 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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