Number of Shares
612,462.00
Current Holdings Value*
$314.75 Mil
% of Portfolio
31.8%
Total Estimate Gain
$154.84 Mil
% of Total Estimate Gain
58.62%

TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC's Vanguard S&P 500 ETF Holding Summary

As of 2025-03-31, TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC held 612,462.00 shares of Vanguard S&P 500 ETF(VOO), totaling $314.75 Mil. This investment constitutes 31.8% of their stock portfolio, and TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC now holds 0.05% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2019Q4. And since then TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC has made 13 purchases of VOO, at an average price of $340.55, for a total of 775,612.00 shares. In addition, there have been 8 sales at an average price of $402.29 for 163,150.00 shares. Based on historical transaction data and VOO's current price of $576.92, TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC's estimated gain on his VOO holdings is $154.84 Mil, reflecting a 58.62% gain to date.

TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC VOO ($576.92) Holding Chart

TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC 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 %

Top Ranked Articles

  • 1