Wealthspire Advisors, LLC VOO Holdings History
Wealthspire Advisors, LLC's Vanguard S&P 500 ETF Holding Summary
As of 2025-03-31, Wealthspire Advisors, LLC held 2.35 Mil shares of Vanguard S&P 500 ETF(VOO), totaling $1.21 Bil. This investment constitutes 7.22% of their stock portfolio, and Wealthspire Advisors, LLC now holds 0.2% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2018Q4. And since then Wealthspire Advisors, LLC has made 13 purchases of VOO, at an average price of $390.97, for a total of 2.99 Mil shares. In addition, there have been 12 sales at an average price of $285.42 for 635,283.00 shares. Based on historical transaction data and VOO's current price of $576.92, Wealthspire Advisors, LLC's estimated gain on his VOO holdings is $370.23 Mil, reflecting a 31.70% gain to date.
Wealthspire Advisors, LLC VOO ($576.92) Holding Chart
Wealthspire Advisors, LLC 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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