Venturi Wealth Management, LLC VOO Holdings History
Venturi Wealth Management, LLC's Vanguard S&P 500 ETF Holding Summary
As of 2025-06-30, Venturi Wealth Management, LLC held 59,051.00 shares of Vanguard S&P 500 ETF(VOO), totaling $33.54 Mil. This investment constitutes 1.66% of their stock portfolio, and Venturi Wealth Management, LLC now holds 0.01% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2018Q4. And since then Venturi Wealth Management, LLC has made 11 purchases of VOO, at an average price of $389.12, for a total of 288,473.00 shares. In addition, there have been 12 sales at an average price of $518.19 for 229,422.00 shares. Based on historical transaction data and VOO's current price of $583.26, Venturi Wealth Management, LLC's estimated gain on his VOO holdings is $41.08 Mil, reflecting a 36.59% gain to date.
Venturi Wealth Management, LLC VOO ($583.26) Holding Chart
Venturi Wealth Management, LLC VOO ($583.26) 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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