Number of Shares
26,442.00
Current Holdings Value*
$13.59 Mil
% of Portfolio
4.54%
Total Estimate Gain
$4.76 Mil
% of Total Estimate Gain
43.09%

Abound Wealth Management's Vanguard S&P 500 ETF Holding Summary

As of 2025-03-31, Abound Wealth Management held 26,442.00 shares of Vanguard S&P 500 ETF(VOO), totaling $13.59 Mil. This investment constitutes 4.54% of their stock portfolio, and Abound Wealth Management now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2021Q4. And since then Abound Wealth Management has made 9 purchases of VOO, at an average price of $391.91, for a total of 28,163.00 shares. In addition, there have been 4 sales at an average price of $465.78 for 1,721.00 shares. Based on historical transaction data and VOO's current price of $566.95, Abound Wealth Management's estimated gain on his VOO holdings is $4.76 Mil, reflecting a 43.09% gain to date.

Abound Wealth Management VOO ($566.95) Holding Chart

Abound Wealth Management VOO ($566.95) 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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