Number of Shares
3,183.00
Current Holdings Value*
$1.64 Mil
% of Portfolio
1.86%
Total Estimate Gain
$193,087.65
% of Total Estimate Gain
11.92%

Blake Schutter Theil Wealth Advisors, LLC's Vanguard S&P 500 ETF Holding Summary

As of 2025-03-31, Blake Schutter Theil Wealth Advisors, LLC held 3,183.00 shares of Vanguard S&P 500 ETF(VOO), totaling $1.64 Mil. This investment constitutes 1.86% of their stock portfolio, and Blake Schutter Theil Wealth Advisors, LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2024Q3. And since then Blake Schutter Theil Wealth Advisors, LLC has made 2 purchases of VOO, at an average price of $509.03, for a total of 3,183.00 shares. Based on historical transaction data and VOO's current price of $569.69, Blake Schutter Theil Wealth Advisors, LLC's estimated gain on his VOO holdings is $193,087.65, reflecting a 11.92% gain to date.

Blake Schutter Theil Wealth Advisors, LLC VOO ($569.69) Holding Chart

Blake Schutter Theil Wealth Advisors, LLC VOO ($569.69) 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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