Ellis Investment Partners, LLC VOO Holdings History
Ellis Investment Partners, LLC's Vanguard S&P 500 ETF Holding Summary
As of 2025-03-31, Ellis Investment Partners, LLC held 3,099.00 shares of Vanguard S&P 500 ETF(VOO), totaling $1.59 Mil. This investment constitutes 0.33% of their stock portfolio, and Ellis Investment Partners, LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2019Q1. And since then Ellis Investment Partners, LLC has made 19 purchases of VOO, at an average price of $387.39, for a total of 7,185.00 shares. In addition, there have been 4 sales at an average price of $534.96 for 4,086.00 shares. Based on historical transaction data and VOO's current price of $582.86, Ellis Investment Partners, LLC's estimated gain on his VOO holdings is $1.21 Mil, reflecting a 43.43% gain to date.
Ellis Investment Partners, LLC VOO ($582.86) Holding Chart
Ellis Investment Partners, LLC VOO ($582.86) 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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