Perissos Private Wealth Management, LLC VOO Holdings History
Perissos Private Wealth Management, LLC's Vanguard S&P 500 ETF Holding Summary
As of 2025-03-31, Perissos Private Wealth Management, LLC held 17,130.00 shares of Vanguard S&P 500 ETF(VOO), totaling $8.80 Mil. This investment constitutes 8.02% of their stock portfolio, and Perissos Private Wealth Management, LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2024Q1. And since then Perissos Private Wealth Management, LLC has made 1 purchases of VOO, at an average price of $460.35, for a total of 27,965.00 shares. In addition, there have been 3 sales at an average price of $534.03 for 10,835.00 shares. Based on historical transaction data and VOO's current price of $574.35, Perissos Private Wealth Management, LLC's estimated gain on his VOO holdings is $2.75 Mil, reflecting a 21.37% gain to date.
Perissos Private Wealth Management, LLC VOO ($574.35) Holding Chart
Perissos Private Wealth Management, LLC VOO ($574.35) 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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