Number of Shares
1,659.00
Current Holdings Value*
$852,490.00
% of Portfolio
0.68%
Total Estimate Gain
$371,321.19
% of Total Estimate Gain
28.90%

Alpha Financial Partners, LLC's Vanguard S&P 500 ETF Holding Summary

As of 2025-03-31, Alpha Financial Partners, LLC held 1,659.00 shares of Vanguard S&P 500 ETF(VOO), totaling $852,490.00. This investment constitutes 0.68% of their stock portfolio, and Alpha Financial Partners, LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2022Q4. And since then Alpha Financial Partners, LLC has made 6 purchases of VOO, at an average price of $434.21, for a total of 2,959.00 shares. In addition, there have been 3 sales at an average price of $537.38 for 1,300.00 shares. Based on historical transaction data and VOO's current price of $577.18, Alpha Financial Partners, LLC's estimated gain on his VOO holdings is $371,321.19, reflecting a 28.90% gain to date.

Alpha Financial Partners, LLC VOO ($577.18) Holding Chart

Alpha Financial Partners, LLC 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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