ANDREWS, LUCIA WEALTH MANAGEMENT LLC VOO Holdings History
ANDREWS, LUCIA WEALTH MANAGEMENT LLC's Vanguard S&P 500 ETF Holding Summary
As of 2025-03-31, ANDREWS, LUCIA WEALTH MANAGEMENT LLC held 379.00 shares of Vanguard S&P 500 ETF(VOO), totaling $204,350.00. This investment constitutes 0.14% of their stock portfolio, and ANDREWS, LUCIA WEALTH MANAGEMENT LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2023Q4. And since then ANDREWS, LUCIA WEALTH MANAGEMENT LLC has made 2 purchases of VOO, at an average price of $466.35, for a total of 873.00 shares. In addition, there have been 1 sales at an average price of $457.68 for 494.00 shares. Based on historical transaction data and VOO's current price of $575.22, ANDREWS, LUCIA WEALTH MANAGEMENT LLC's estimated gain on his VOO holdings is $36,978.88, reflecting a 9.08% gain to date.
ANDREWS, LUCIA WEALTH MANAGEMENT LLC VOO ($575.22) Holding Chart
ANDREWS, LUCIA WEALTH MANAGEMENT LLC VOO ($575.22) 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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