InvesTrust VOO Holdings History
Number of Shares
39,239.00
Current Holdings Value*
$22.29 Mil
% of Portfolio
8.6%
Total Estimate Gain
$1.89 Mil
% of Total Estimate Gain
9.18%
InvesTrust's Vanguard S&P 500 ETF Holding Summary
As of 2025-06-30, InvesTrust held 39,239.00 shares of Vanguard S&P 500 ETF(VOO), totaling $22.29 Mil. This investment constitutes 8.6% of their stock portfolio, and InvesTrust now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2025Q2. And since then InvesTrust has made 1 purchases of VOO, at an average price of $525.37, for a total of 39,239.00 shares. Based on historical transaction data and VOO's current price of $573.61, InvesTrust's estimated gain on his VOO holdings is $1.89 Mil, reflecting a 9.18% gain to date.
InvesTrust VOO ($573.61) Holding Chart
InvesTrust VOO ($573.61) 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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