Operose Advisors LLC VOO Holdings History

Number of Shares
10,589.00
Current Holdings Value*
$5.44 Mil
% of Portfolio
1.8%
Total Estimate Gain
$1.75 Mil
% of Total Estimate Gain
15.46%

Operose Advisors LLC's Vanguard S&P 500 ETF Holding Summary

As of 2025-03-31, Operose Advisors LLC held 10,589.00 shares of Vanguard S&P 500 ETF(VOO), totaling $5.44 Mil. This investment constitutes 1.8% of their stock portfolio, and Operose Advisors LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2021Q4. And since then Operose Advisors LLC has made 8 purchases of VOO, at an average price of $471.60, for a total of 24,013.00 shares. In addition, there have been 3 sales at an average price of $520.23 for 13,424.00 shares. Based on historical transaction data and VOO's current price of $575.29, Operose Advisors LLC's estimated gain on his VOO holdings is $1.75 Mil, reflecting a 15.46% gain to date.

Operose Advisors LLC VOO ($575.29) Holding Chart

Operose Advisors LLC VOO ($575.29) 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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