Number of Shares
355,492.00
Current Holdings Value*
$182.69 Mil
% of Portfolio
14.48%
Total Estimate Gain
$70.98 Mil
% of Total Estimate Gain
50.25%

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 $575.29, INVICTUS PRIVATE WEALTH, LLC's estimated gain on his VOO holdings is $70.98 Mil, reflecting a 50.25% gain to date.

INVICTUS PRIVATE WEALTH, LLC VOO ($575.29) Holding Chart

INVICTUS PRIVATE WEALTH, LLC VOO ($575.29) 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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