First Ascent Asset Management, LLC VOO Holdings History
First Ascent Asset Management, LLC's Vanguard S&P 500 ETF Holding Summary
As of 2023-12-31, First Ascent Asset Management, LLC held 261,391.00 shares of Vanguard S&P 500 ETF(VOO), totaling $114.18 Mil. This investment constitutes 12.86% of their stock portfolio, and First Ascent Asset Management, LLC now holds 0.03% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2020Q3. And since then First Ascent Asset Management, LLC has made 13 purchases of VOO, at an average price of $364.49, for a total of 270,852.00 shares. In addition, there have been 1 sales at an average price of $365.38 for 9,461.00 shares. Based on historical transaction data and VOO's current price of $576.92, First Ascent Asset Management, LLC's estimated gain on his VOO holdings is $55.54 Mil, reflecting a 56.25% gain to date.
First Ascent Asset Management, LLC VOO ($576.92) Holding Chart
First Ascent Asset Management, 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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