ASSET PLANNING CORPORATION VOO Holdings History
ASSET PLANNING CORPORATION's Vanguard S&P 500 ETF Holding Summary
As of 2025-03-31, ASSET PLANNING CORPORATION held 15,273.00 shares of Vanguard S&P 500 ETF(VOO), totaling $7.85 Mil. This investment constitutes 4.63% of their stock portfolio, and ASSET PLANNING CORPORATION now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2020Q4. And since then ASSET PLANNING CORPORATION has made 6 purchases of VOO, at an average price of $356.45, for a total of 21,822.00 shares. In addition, there have been 11 sales at an average price of $396.87 for 6,549.00 shares. Based on historical transaction data and VOO's current price of $576.92, ASSET PLANNING CORPORATION's estimated gain on his VOO holdings is $3.63 Mil, reflecting a 46.69% gain to date.
ASSET PLANNING CORPORATION VOO ($576.92) Holding Chart
ASSET PLANNING CORPORATION 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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