Number of Shares
2,500.00
Current Holdings Value*
$981,750.00
% of Portfolio
0.01%
Total Estimate Gain
$237.18 Mil
% of Total Estimate Gain
37.81%

PATHSTONE FAMILY OFFICE, LLC's Vanguard S&P 500 ETF Holding Summary

As of 2023-09-30, PATHSTONE FAMILY OFFICE, LLC held 2,500.00 shares of Vanguard S&P 500 ETF(VOO), totaling $981,750.00. This investment constitutes 0.01% of their stock portfolio, and PATHSTONE FAMILY OFFICE, LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2017Q1. And since then PATHSTONE FAMILY OFFICE, LLC has made 16 purchases of VOO, at an average price of $395.89, for a total of 1.58 Mil shares. In addition, there have been 7 sales at an average price of $356.41 for 260,954.00 shares. Based on historical transaction data and VOO's current price of $582.86, PATHSTONE FAMILY OFFICE, LLC's estimated gain on his VOO holdings is $237.18 Mil, reflecting a 37.81% gain to date.

PATHSTONE FAMILY OFFICE, LLC VOO ($582.86) Holding Chart

PATHSTONE FAMILY OFFICE, 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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