Gitterman Wealth Management, LLC VOO Holdings History
Number of Shares
95,426.00
Current Holdings Value*
$49.04 Mil
% of Portfolio
13.03%
Total Estimate Gain
$3.88 Mil
% of Total Estimate Gain
7.51%
Gitterman Wealth Management, LLC's Vanguard S&P 500 ETF Holding Summary
As of 2025-03-31, Gitterman Wealth Management, LLC held 95,426.00 shares of Vanguard S&P 500 ETF(VOO), totaling $49.04 Mil. This investment constitutes 13.03% of their stock portfolio, and Gitterman Wealth Management, LLC now holds 0.01% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2025Q1. And since then Gitterman Wealth Management, LLC has made 1 purchases of VOO, at an average price of $540.58, for a total of 95,426.00 shares. Based on historical transaction data and VOO's current price of $581.20, Gitterman Wealth Management, LLC's estimated gain on his VOO holdings is $3.88 Mil, reflecting a 7.51% gain to date.
Gitterman Wealth Management, LLC VOO ($581.20) Holding Chart
Gitterman Wealth Management, LLC VOO ($581.20) 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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