GeoWealth Management, LLC VOO Holdings History
GeoWealth Management, LLC's Vanguard S&P 500 ETF Holding Summary
As of 2025-03-31, GeoWealth Management, LLC held 308,613.00 shares of Vanguard S&P 500 ETF(VOO), totaling $158.60 Mil. This investment constitutes 6.37% of their stock portfolio, and GeoWealth Management, LLC now holds 0.03% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2019Q3. And since then GeoWealth Management, LLC has made 15 purchases of VOO, at an average price of $458.16, for a total of 334,887.00 shares. In addition, there have been 3 sales at an average price of $279.84 for 26,274.00 shares. Based on historical transaction data and VOO's current price of $582.08, GeoWealth Management, LLC's estimated gain on his VOO holdings is $33.56 Mil, reflecting a 21.87% gain to date.
GeoWealth Management, LLC VOO ($582.08) Holding Chart
GeoWealth Management, LLC VOO ($582.08) 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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