Hillcrest Wealth Advisors - NY, LLC VOO Holdings History
Hillcrest Wealth Advisors - NY, LLC's Vanguard S&P 500 ETF Holding Summary
As of 2025-06-30, Hillcrest Wealth Advisors - NY, LLC held 94,121.00 shares of Vanguard S&P 500 ETF(VOO), totaling $53.46 Mil. This investment constitutes 25.14% of their stock portfolio, and Hillcrest Wealth Advisors - NY, LLC now holds 0.01% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2018Q4. And since then Hillcrest Wealth Advisors - NY, LLC has made 17 purchases of VOO, at an average price of $323.01, for a total of 110,829.00 shares. In addition, there have been 9 sales at an average price of $394.06 for 16,708.00 shares. Based on historical transaction data and VOO's current price of $577.95, Hillcrest Wealth Advisors - NY, LLC's estimated gain on his VOO holdings is $25.18 Mil, reflecting a 70.34% gain to date.
Hillcrest Wealth Advisors - NY, LLC VOO ($577.95) Holding Chart
Hillcrest Wealth Advisors - NY, LLC VOO ($577.95) 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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