Obermeyer Wealth Partners VOO Holdings History
Obermeyer Wealth Partners's Vanguard S&P 500 ETF Holding Summary
As of 2025-03-31, Obermeyer Wealth Partners held 149,699.00 shares of Vanguard S&P 500 ETF(VOO), totaling $76.93 Mil. This investment constitutes 4.1% of their stock portfolio, and Obermeyer Wealth Partners now holds 0.01% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2018Q4. And since then Obermeyer Wealth Partners has made 18 purchases of VOO, at an average price of $406.37, for a total of 158,876.00 shares. In addition, there have been 4 sales at an average price of $378.00 for 9,177.00 shares. Based on historical transaction data and VOO's current price of $579.79, Obermeyer Wealth Partners's estimated gain on his VOO holdings is $25.70 Mil, reflecting a 39.81% gain to date.
Obermeyer Wealth Partners VOO ($579.79) Holding Chart
Obermeyer Wealth Partners VOO ($579.79) 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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