BCS Wealth Management VOO Holdings History
BCS Wealth Management's Vanguard S&P 500 ETF Holding Summary
As of 2025-03-31, BCS Wealth Management held 56,735.00 shares of Vanguard S&P 500 ETF(VOO), totaling $29.16 Mil. This investment constitutes 7.49% of their stock portfolio, and BCS Wealth Management now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2019Q4. And since then BCS Wealth Management has made 13 purchases of VOO, at an average price of $413.22, for a total of 195,063.00 shares. In addition, there have been 7 sales at an average price of $402.09 for 138,328.00 shares. Based on historical transaction data and VOO's current price of $575.22, BCS Wealth Management's estimated gain on his VOO holdings is $7.65 Mil, reflecting a 9.49% gain to date.
BCS Wealth Management VOO ($575.22) Holding Chart
BCS Wealth Management VOO ($575.22) 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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