Number of Shares
123,090.00
Current Holdings Value*
$63.26 Mil
% of Portfolio
1.63%
Total Estimate Gain
$5.46 Mil
% of Total Estimate Gain
7.76%

Vestmark Advisory Solutions, Inc.'s Vanguard S&P 500 ETF Holding Summary

As of 2025-03-31, Vestmark Advisory Solutions, Inc. held 123,090.00 shares of Vanguard S&P 500 ETF(VOO), totaling $63.26 Mil. This investment constitutes 1.63% of their stock portfolio, and Vestmark Advisory Solutions, Inc. now holds 0.01% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2019Q2. And since then Vestmark Advisory Solutions, Inc. has made 10 purchases of VOO, at an average price of $514.79, for a total of 136,652.00 shares. In addition, there have been 9 sales at an average price of $344.22 for 13,562.00 shares. Based on historical transaction data and VOO's current price of $577.95, Vestmark Advisory Solutions, Inc.'s estimated gain on his VOO holdings is $5.46 Mil, reflecting a 7.76% gain to date.

Vestmark Advisory Solutions, Inc. VOO ($577.95) Holding Chart

Vestmark Advisory Solutions, Inc. VOO ($577.95) 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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