Asset Planning Services, Ltd. VOO Holdings History
Asset Planning Services, Ltd.'s Vanguard S&P 500 ETF Holding Summary
As of 2021-12-31, Asset Planning Services, Ltd. held 60,530.00 shares of Vanguard S&P 500 ETF(VOO), totaling $26.43 Mil. This investment constitutes 12.22% of their stock portfolio, and Asset Planning Services, Ltd. now holds 0.01% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2018Q2. And since then Asset Planning Services, Ltd. has made 7 purchases of VOO, at an average price of $254.58, for a total of 89,407.00 shares. In addition, there have been 8 sales at an average price of $324.91 for 28,877.00 shares. Based on historical transaction data and VOO's current price of $576.92, Asset Planning Services, Ltd.'s estimated gain on his VOO holdings is $21.54 Mil, reflecting a 94.65% gain to date.
Asset Planning Services, Ltd. VOO ($576.92) Holding Chart
Asset Planning Services, Ltd. VOO ($576.92) 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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