J.W. COLE ADVISORS, INC. VOO Holdings History
J.W. COLE ADVISORS, INC.'s Vanguard S&P 500 ETF Holding Summary
As of 2025-03-31, J.W. COLE ADVISORS, INC. held 103,073.00 shares of Vanguard S&P 500 ETF(VOO), totaling $52.97 Mil. This investment constitutes 1.64% of their stock portfolio, and J.W. COLE ADVISORS, INC. now holds 0.01% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2019Q4. And since then J.W. COLE ADVISORS, INC. has made 11 purchases of VOO, at an average price of $424.01, for a total of 253,989.00 shares. In addition, there have been 10 sales at an average price of $445.45 for 150,916.00 shares. Based on historical transaction data and VOO's current price of $582.09, J.W. COLE ADVISORS, INC.'s estimated gain on his VOO holdings is $19.53 Mil, reflecting a 18.13% gain to date.
J.W. COLE ADVISORS, INC. VOO ($582.09) Holding Chart
J.W. COLE ADVISORS, INC. VOO ($582.09) 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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