LAKE STREET ADVISORS GROUP, LLC VOO Holdings History
LAKE STREET ADVISORS GROUP, LLC's Vanguard S&P 500 ETF Holding Summary
As of 2024-12-31, LAKE STREET ADVISORS GROUP, LLC held 197,915.00 shares of Vanguard S&P 500 ETF(VOO), totaling $106.64 Mil. This investment constitutes 4.92% of their stock portfolio, and LAKE STREET ADVISORS GROUP, LLC now holds 0.02% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2018Q2. And since then LAKE STREET ADVISORS GROUP, LLC has made 18 purchases of VOO, at an average price of $375.73, for a total of 392,910.00 shares. In addition, there have been 9 sales at an average price of $398.38 for 194,995.00 shares. Based on historical transaction data and VOO's current price of $582.86, LAKE STREET ADVISORS GROUP, LLC's estimated gain on his VOO holdings is $45.41 Mil, reflecting a 30.76% gain to date.
LAKE STREET ADVISORS GROUP, LLC VOO ($582.86) Holding Chart
LAKE STREET ADVISORS GROUP, LLC VOO ($582.86) 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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