4WEALTH ADVISORS, INC. VOO Holdings History
4WEALTH ADVISORS, INC.'s Vanguard S&P 500 ETF Holding Summary
As of 2025-03-31, 4WEALTH ADVISORS, INC. held 1,672.00 shares of Vanguard S&P 500 ETF(VOO), totaling $859,180.00. This investment constitutes 0.94% of their stock portfolio, and 4WEALTH ADVISORS, INC. now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2024Q4. And since then 4WEALTH ADVISORS, INC. has made 1 purchases of VOO, at an average price of $541.07, for a total of 1,672.00 shares. Based on historical transaction data and VOO's current price of $576.92, 4WEALTH ADVISORS, INC.'s estimated gain on his VOO holdings is $59,948.56, reflecting a 6.63% gain to date.
4WEALTH ADVISORS, INC. VOO ($576.92) Holding Chart
4WEALTH ADVISORS, 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 % | |||
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