Pinnacle Wealth Advisors VOO Holdings History
Number of Shares
350,809.00
Current Holdings Value*
$138.05 Mil
% of Portfolio
5.6%
Total Estimate Gain
$70.50 Mil
% of Total Estimate Gain
52.57%
Pinnacle Wealth Advisors's Vanguard S&P 500 ETF Holding Summary
As of 2021-06-30, Pinnacle Wealth Advisors held 350,809.00 shares of Vanguard S&P 500 ETF(VOO), totaling $138.05 Mil. This investment constitutes 5.6% of their stock portfolio, and Pinnacle Wealth Advisors now holds 0.05% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2021Q2. Based on historical transaction data and VOO's current price of $583.26, Pinnacle Wealth Advisors's estimated gain on his VOO holdings is $70.50 Mil, reflecting a 52.57% gain to date.
Pinnacle Wealth Advisors VOO ($583.26) Holding Chart
Pinnacle Wealth Advisors VOO ($583.26) 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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