Number of Shares
16,233.00
Current Holdings Value*
$8.75 Mil
% of Portfolio
5.79%
Total Estimate Gain
$1.17 Mil
% of Total Estimate Gain
14.24%

Sanctuary Wealth Management, L.L.C.'s Vanguard S&P 500 ETF Holding Summary

As of 2024-12-31, Sanctuary Wealth Management, L.L.C. held 16,233.00 shares of Vanguard S&P 500 ETF(VOO), totaling $8.75 Mil. This investment constitutes 5.79% of their stock portfolio, and Sanctuary Wealth Management, L.L.C. now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2022Q4. And since then Sanctuary Wealth Management, L.L.C. has made 6 purchases of VOO, at an average price of $504.99, for a total of 16,233.00 shares. Based on historical transaction data and VOO's current price of $576.92, Sanctuary Wealth Management, L.L.C.'s estimated gain on his VOO holdings is $1.17 Mil, reflecting a 14.24% gain to date.

Sanctuary Wealth Management, L.L.C. VOO ($576.92) Holding Chart

Sanctuary Wealth Management, L.L.C. VOO ($576.92) 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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