REGENTATLANTIC CAPITAL LLC VOO Holdings History
REGENTATLANTIC CAPITAL LLC's Vanguard S&P 500 ETF Holding Summary
As of 2022-09-30, REGENTATLANTIC CAPITAL LLC held 1.14 Mil shares of Vanguard S&P 500 ETF(VOO), totaling $373.96 Mil. This investment constitutes 11.19% of their stock portfolio, and REGENTATLANTIC CAPITAL LLC now holds 0.15% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2014Q4. And since then REGENTATLANTIC CAPITAL LLC has made 18 purchases of VOO, at an average price of $348.92, for a total of 1.16 Mil shares. In addition, there have been 3 sales at an average price of $247.80 for 17,141.00 shares. Based on historical transaction data and VOO's current price of $574.35, REGENTATLANTIC CAPITAL LLC's estimated gain on his VOO holdings is $255.05 Mil, reflecting a 63.22% gain to date.
REGENTATLANTIC CAPITAL LLC VOO ($574.35) Holding Chart
REGENTATLANTIC CAPITAL 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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