Avondale Wealth Management VOO Holdings History
Avondale Wealth Management's Vanguard S&P 500 ETF Holding Summary
As of 2025-06-30, Avondale Wealth Management held 6,760.00 shares of Vanguard S&P 500 ETF(VOO), totaling $3.84 Mil. This investment constitutes 2.14% of their stock portfolio, and Avondale Wealth Management now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2018Q2. And since then Avondale Wealth Management has made 11 purchases of VOO, at an average price of $253.76, for a total of 101,888.00 shares. In addition, there have been 12 sales at an average price of $276.29 for 95,128.00 shares. Based on historical transaction data and VOO's current price of $583.26, Avondale Wealth Management's estimated gain on his VOO holdings is $4.37 Mil, reflecting a 16.90% gain to date.
Avondale Wealth Management VOO ($583.26) Holding Chart
Avondale Wealth Management VOO ($583.26) 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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