Beacon Harbor Wealth Advisors, Inc. VOO Holdings History
Beacon Harbor Wealth Advisors, Inc.'s Vanguard S&P 500 ETF Holding Summary
As of 2025-03-31, Beacon Harbor Wealth Advisors, Inc. held 48,897.00 shares of Vanguard S&P 500 ETF(VOO), totaling $25.13 Mil. This investment constitutes 5.84% of their stock portfolio, and Beacon Harbor Wealth Advisors, Inc. now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2019Q2. And since then Beacon Harbor Wealth Advisors, Inc. has made 15 purchases of VOO, at an average price of $343.06, for a total of 196,548.00 shares. In addition, there have been 7 sales at an average price of $384.07 for 147,651.00 shares. Based on historical transaction data and VOO's current price of $576.92, Beacon Harbor Wealth Advisors, Inc.'s estimated gain on his VOO holdings is $17.49 Mil, reflecting a 25.94% gain to date.
Beacon Harbor Wealth Advisors, Inc. VOO ($576.92) Holding Chart
Beacon Harbor Wealth Advisors, Inc. 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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