Axis Wealth Partners, LLC VOO Holdings History
Axis Wealth Partners, LLC's Vanguard S&P 500 ETF Holding Summary
As of 2025-06-30, Axis Wealth Partners, LLC held 9,867.00 shares of Vanguard S&P 500 ETF(VOO), totaling $5.60 Mil. This investment constitutes 3.68% of their stock portfolio, and Axis Wealth Partners, LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2024Q4. And since then Axis Wealth Partners, LLC has made 2 purchases of VOO, at an average price of $540.94, for a total of 9,867.00 shares. Based on historical transaction data and VOO's current price of $582.04, Axis Wealth Partners, LLC's estimated gain on his VOO holdings is $405,568.55, reflecting a 7.60% gain to date.
Axis Wealth Partners, LLC VOO ($582.04) Holding Chart
Axis Wealth Partners, LLC VOO ($582.04) 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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