Number of Shares
89,564.00
Current Holdings Value*
$46.03 Mil
% of Portfolio
20.21%
Total Estimate Gain
$14.54 Mil
% of Total Estimate Gain
25.13%

OLYMPUS WEALTH MANAGEMENT, LLC's Vanguard S&P 500 ETF Holding Summary

As of 2025-03-31, OLYMPUS WEALTH MANAGEMENT, LLC held 89,564.00 shares of Vanguard S&P 500 ETF(VOO), totaling $46.03 Mil. This investment constitutes 20.21% of their stock portfolio, and OLYMPUS WEALTH MANAGEMENT, LLC now holds 0.01% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2021Q4. And since then OLYMPUS WEALTH MANAGEMENT, LLC has made 2 purchases of VOO, at an average price of $427.45, for a total of 135,323.00 shares. In addition, there have been 4 sales at an average price of $458.83 for 45,759.00 shares. Based on historical transaction data and VOO's current price of $573.74, OLYMPUS WEALTH MANAGEMENT, LLC's estimated gain on his VOO holdings is $14.54 Mil, reflecting a 25.13% gain to date.

OLYMPUS WEALTH MANAGEMENT, LLC VOO ($573.74) Holding Chart

OLYMPUS WEALTH MANAGEMENT, LLC VOO ($573.74) 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 %

Top Ranked Articles

  • 1