Arista Wealth Management, LLC VOOG Holdings History
Arista Wealth Management, LLC's Vanguard S&P 500 Growth ETF Holding Summary
As of 2025-03-31, Arista Wealth Management, LLC held 177,251.00 shares of Vanguard S&P 500 Growth ETF(VOOG), totaling $59.29 Mil. This investment constitutes 14.37% of their stock portfolio, and Arista Wealth Management, LLC now holds 0.43% of the outstanding Vanguard S&P 500 Growth ETF(VOOG) stock.
The initial trade took place in 2023Q3. And since then Arista Wealth Management, LLC has made 6 purchases of VOOG, at an average price of $299.36, for a total of 185,929.00 shares. In addition, there have been 1 sales at an average price of $289.74 for 8,678.00 shares. Based on historical transaction data and VOOG's current price of $405.66, Arista Wealth Management, LLC's estimated gain on his VOOG holdings is $18.76 Mil, reflecting a 33.70% gain to date.
Arista Wealth Management, LLC VOOG ($405.66) Holding Chart
Arista Wealth Management, LLC VOOG ($405.66) 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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