SVB WEALTH LLC VOO Holdings History
SVB WEALTH LLC's Vanguard S&P 500 ETF Holding Summary
As of 2025-03-31, SVB WEALTH LLC held - shares of Vanguard S&P 500 ETF(VOO), totaling N/A. This investment constitutes 0% of their stock portfolio, and SVB WEALTH LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2019Q2. And since then SVB WEALTH LLC has made 11 purchases of VOO, at an average price of $373.45, for a total of 409,819.00 shares. In addition, there have been 13 sales at an average price of $439.69 for 409,819.00 shares. Based on historical transaction data and VOO's current price of $577.65, SVB WEALTH LLC's estimated gain on his VOO holdings is $27.15 Mil, reflecting a 17.74% gain to date.
SVB WEALTH LLC VOO ($577.65) Holding Chart
SVB WEALTH LLC VOO ($577.65) 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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