Activest Wealth Management VOO Holdings History
Activest Wealth Management's Vanguard S&P 500 ETF Holding Summary
As of 2025-03-31, Activest Wealth Management held 14,190.00 shares of Vanguard S&P 500 ETF(VOO), totaling $7.29 Mil. This investment constitutes 1.96% of their stock portfolio, and Activest Wealth Management now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2021Q1. And since then Activest Wealth Management has made 8 purchases of VOO, at an average price of $383.41, for a total of 45,803.00 shares. In addition, there have been 5 sales at an average price of $421.38 for 31,613.00 shares. Based on historical transaction data and VOO's current price of $577.18, Activest Wealth Management's estimated gain on his VOO holdings is $3.95 Mil, reflecting a 22.49% gain to date.
Activest Wealth Management VOO ($577.18) Holding Chart
Activest Wealth Management VOO ($577.18) 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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