Perigon Wealth Management, LLC VOO Holdings History
Perigon Wealth Management, LLC's Vanguard S&P 500 ETF Holding Summary
As of 2025-06-30, Perigon Wealth Management, LLC held 102,669.00 shares of Vanguard S&P 500 ETF(VOO), totaling $58.32 Mil. This investment constitutes 1.36% of their stock portfolio, and Perigon Wealth Management, LLC now holds 0.01% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2018Q2. And since then Perigon Wealth Management, LLC has made 18 purchases of VOO, at an average price of $361.39, for a total of 638,439.00 shares. In addition, there have been 8 sales at an average price of $382.84 for 535,770.00 shares. Based on historical transaction data and VOO's current price of $582.11, Perigon Wealth Management, LLC's estimated gain on his VOO holdings is $34.15 Mil, reflecting a 14.80% gain to date.
Perigon Wealth Management, LLC VOO ($582.11) Holding Chart
Perigon Wealth Management, LLC VOO ($582.11) 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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