MA Private Wealth VOO Holdings History

Number of Shares
176,249.00
Current Holdings Value*
$90.58 Mil
% of Portfolio
17.04%
Total Estimate Gain
$60.93 Mil
% of Total Estimate Gain
65.20%

MA Private Wealth's Vanguard S&P 500 ETF Holding Summary

As of 2025-03-31, MA Private Wealth held 176,249.00 shares of Vanguard S&P 500 ETF(VOO), totaling $90.58 Mil. This investment constitutes 17.04% of their stock portfolio, and MA Private Wealth now holds 0.02% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2018Q4. And since then MA Private Wealth has made 14 purchases of VOO, at an average price of $301.39, for a total of 310,070.00 shares. In addition, there have been 11 sales at an average price of $397.19 for 133,821.00 shares. Based on historical transaction data and VOO's current price of $574.35, MA Private Wealth's estimated gain on his VOO holdings is $60.93 Mil, reflecting a 65.20% gain to date.

MA Private Wealth VOO ($574.35) Holding Chart

MA Private Wealth VOO ($574.35) 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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