SWM Advisors VOO Holdings History
SWM Advisors's Vanguard S&P 500 ETF Holding Summary
As of 2022-09-30, SWM Advisors held 129,127.00 shares of Vanguard S&P 500 ETF(VOO), totaling $42.39 Mil. This investment constitutes 39.94% of their stock portfolio, and SWM Advisors now holds 0.02% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2021Q4. And since then SWM Advisors has made 3 purchases of VOO, at an average price of $418.45, for a total of 129,127.00 shares. Based on historical transaction data and VOO's current price of $575.22, SWM Advisors's estimated gain on his VOO holdings is $20.24 Mil, reflecting a 37.47% gain to date.
SWM Advisors VOO ($575.22) Holding Chart
SWM Advisors VOO ($575.22) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
