Number of Shares
37,302.00
Current Holdings Value*
$19.17 Mil
% of Portfolio
4.95%
Total Estimate Gain
$12.32 Mil
% of Total Estimate Gain
99.94%

Riverpoint Wealth Management Holdings, LLC's Vanguard S&P 500 ETF Holding Summary

As of 2025-03-31, Riverpoint Wealth Management Holdings, LLC held 37,302.00 shares of Vanguard S&P 500 ETF(VOO), totaling $19.17 Mil. This investment constitutes 4.95% of their stock portfolio, and Riverpoint Wealth Management Holdings, LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2018Q2. And since then Riverpoint Wealth Management Holdings, LLC has made 17 purchases of VOO, at an average price of $264.83, for a total of 46,529.00 shares. In addition, there have been 10 sales at an average price of $352.82 for 9,227.00 shares. Based on historical transaction data and VOO's current price of $573.22, Riverpoint Wealth Management Holdings, LLC's estimated gain on his VOO holdings is $12.32 Mil, reflecting a 99.94% gain to date.

Riverpoint Wealth Management Holdings, LLC VOO ($573.22) Holding Chart

Riverpoint Wealth Management Holdings, LLC VOO ($573.22) 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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