INVICTUS PRIVATE WEALTH, LLC VOO Holdings History
INVICTUS PRIVATE WEALTH, LLC's Vanguard S&P 500 ETF Holding Summary
As of 2025-03-31, INVICTUS PRIVATE WEALTH, LLC held 355,492.00 shares of Vanguard S&P 500 ETF(VOO), totaling $182.69 Mil. This investment constitutes 14.48% of their stock portfolio, and INVICTUS PRIVATE WEALTH, LLC now holds 0.03% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2023Q1. And since then INVICTUS PRIVATE WEALTH, LLC has made 6 purchases of VOO, at an average price of $381.30, for a total of 370,439.00 shares. In addition, there have been 3 sales at an average price of $516.41 for 14,947.00 shares. Based on historical transaction data and VOO's current price of $573.22, INVICTUS PRIVATE WEALTH, LLC's estimated gain on his VOO holdings is $70.25 Mil, reflecting a 49.73% gain to date.
INVICTUS PRIVATE WEALTH, LLC VOO ($573.22) Holding Chart
INVICTUS PRIVATE WEALTH, LLC VOO ($573.22) 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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