Circle Wealth Management, LLC's ownership history for VOO

Circle Wealth Management, LLC currently holds 144.0K shares with a market value of $88.2M. It started holding VOO on 2024-09-30. At its peak, it held 146.9K shares on 2025-03-31. Its highest holding value was $88.2M on 2025-09-30. At its lowest, it held 110.4K shares on 2024-09-30, with a value of $58.3M on 2024-09-30. In the recent 180 days, Circle Wealth Management, LLC has decreased its shares by 2.9K. In the recent year, Circle Wealth Management, LLC has increased its shares by 33.6K.