Arista Wealth Management, LLC VOO Holdings History
Arista Wealth Management, LLC's Vanguard S&P 500 ETF Holding Summary
As of 2025-03-31, Arista Wealth Management, LLC held 27,462.00 shares of Vanguard S&P 500 ETF(VOO), totaling $14.11 Mil. This investment constitutes 3.42% of their stock portfolio, and Arista Wealth Management, LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2022Q4. And since then Arista Wealth Management, LLC has made 7 purchases of VOO, at an average price of $445.59, for a total of 27,868.00 shares. In addition, there have been 1 sales at an average price of $365.38 for 406.00 shares. Based on historical transaction data and VOO's current price of $577.95, Arista Wealth Management, LLC's estimated gain on his VOO holdings is $3.60 Mil, reflecting a 29.01% gain to date.
Arista Wealth Management, LLC VOO ($577.95) Holding Chart
Arista Wealth Management, LLC VOO ($577.95) 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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