KESTRA PRIVATE WEALTH SERVICES, LLC VOO Holdings History
KESTRA PRIVATE WEALTH SERVICES, LLC's Vanguard S&P 500 ETF Holding Summary
As of 2025-03-31, KESTRA PRIVATE WEALTH SERVICES, LLC held 108,363.00 shares of Vanguard S&P 500 ETF(VOO), totaling $55.69 Mil. This investment constitutes 0.93% of their stock portfolio, and KESTRA PRIVATE WEALTH SERVICES, LLC now holds 0.01% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2020Q3. And since then KESTRA PRIVATE WEALTH SERVICES, LLC has made 13 purchases of VOO, at an average price of $401.02, for a total of 140,240.00 shares. In addition, there have been 5 sales at an average price of $473.89 for 31,877.00 shares. Based on historical transaction data and VOO's current price of $577.49, KESTRA PRIVATE WEALTH SERVICES, LLC's estimated gain on his VOO holdings is $21.44 Mil, reflecting a 38.13% gain to date.
KESTRA PRIVATE WEALTH SERVICES, LLC VOO ($577.49) Holding Chart
KESTRA PRIVATE WEALTH SERVICES, LLC VOO ($577.49) 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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