Number of Shares
107,663.00
Current Holdings Value*
$55.33 Mil
% of Portfolio
4.7%
Total Estimate Gain
$13.99 Mil
% of Total Estimate Gain
28.80%

Beaird Harris Wealth Management, LLC's Vanguard S&P 500 ETF Holding Summary

As of 2025-03-31, Beaird Harris Wealth Management, LLC held 107,663.00 shares of Vanguard S&P 500 ETF(VOO), totaling $55.33 Mil. This investment constitutes 4.7% of their stock portfolio, and Beaird Harris Wealth Management, LLC now holds 0.01% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2021Q4. And since then Beaird Harris Wealth Management, LLC has made 12 purchases of VOO, at an average price of $447.57, for a total of 108,488.00 shares. In addition, there have been 1 sales at an average price of $384.18 for 825.00 shares. Based on historical transaction data and VOO's current price of $577.95, Beaird Harris Wealth Management, LLC's estimated gain on his VOO holdings is $13.99 Mil, reflecting a 28.80% gain to date.

Beaird Harris Wealth Management, LLC VOO ($577.95) Holding Chart

Beaird Harris Wealth Management, LLC VOO ($577.95) 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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