Number of Shares
75,856.00
Current Holdings Value*
$38.98 Mil
% of Portfolio
11.3%
Total Estimate Gain
$6.92 Mil
% of Total Estimate Gain
13.00%

B.O.S.S. Retirement Advisors, LLC's Vanguard S&P 500 ETF Holding Summary

As of 2025-03-31, B.O.S.S. Retirement Advisors, LLC held 75,856.00 shares of Vanguard S&P 500 ETF(VOO), totaling $38.98 Mil. This investment constitutes 11.3% of their stock portfolio, and B.O.S.S. Retirement Advisors, LLC now holds 0.01% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2022Q4. And since then B.O.S.S. Retirement Advisors, LLC has made 6 purchases of VOO, at an average price of $475.32, for a total of 112,068.00 shares. In addition, there have been 3 sales at an average price of $453.29 for 36,212.00 shares. Based on historical transaction data and VOO's current price of $577.12, B.O.S.S. Retirement Advisors, LLC's estimated gain on his VOO holdings is $6.92 Mil, reflecting a 13.00% gain to date.

B.O.S.S. Retirement Advisors, LLC VOO ($577.12) Holding Chart

B.O.S.S. Retirement Advisors, LLC VOO ($577.12) 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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