Number of Shares
106,050.00
Current Holdings Value*
$44.03 Mil
% of Portfolio
27.31%
Total Estimate Gain
$29.32 Mil
% of Total Estimate Gain
47.66%

SVB Investment Services Inc.'s Vanguard S&P 500 ETF Holding Summary

As of 2022-03-31, SVB Investment Services Inc. held 106,050.00 shares of Vanguard S&P 500 ETF(VOO), totaling $44.03 Mil. This investment constitutes 27.31% of their stock portfolio, and SVB Investment Services Inc. now holds 0.02% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2019Q4. And since then SVB Investment Services Inc. has made 6 purchases of VOO, at an average price of $297.39, for a total of 206,867.00 shares. In addition, there have been 3 sales at an average price of $291.16 for 100,817.00 shares. Based on historical transaction data and VOO's current price of $579.79, SVB Investment Services Inc.'s estimated gain on his VOO holdings is $29.32 Mil, reflecting a 47.66% gain to date.

SVB Investment Services Inc. VOO ($579.79) Holding Chart

SVB Investment Services Inc. VOO ($579.79) 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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