Geller Advisors LLC VOO Holdings History

Number of Shares
1.15 Mil
Current Holdings Value*
$621.63 Mil
% of Portfolio
40.84%
Total Estimate Gain
$240.85 Mil
% of Total Estimate Gain
53.50%

Geller Advisors LLC's Vanguard S&P 500 ETF Holding Summary

As of 2024-12-31, Geller Advisors LLC held 1.15 Mil shares of Vanguard S&P 500 ETF(VOO), totaling $621.63 Mil. This investment constitutes 40.84% of their stock portfolio, and Geller Advisors LLC now holds 0.11% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2018Q2. And since then Geller Advisors LLC has made 23 purchases of VOO, at an average price of $369.04, for a total of 1.22 Mil shares. In addition, there have been 3 sales at an average price of $294.08 for 66,228.00 shares. Based on historical transaction data and VOO's current price of $582.11, Geller Advisors LLC's estimated gain on his VOO holdings is $240.85 Mil, reflecting a 53.50% gain to date.

Geller Advisors LLC VOO ($582.11) Holding Chart

Geller Advisors LLC VOO ($582.11) 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 %

Top Ranked Articles

  • 1