Number of Shares
3,608.00
Current Holdings Value*
$1.92 Mil
% of Portfolio
1.76%
Total Estimate Gain
$194,114.41
% of Total Estimate Gain
4.12%

Boyce & Associates Wealth Consulting, Inc.'s Vanguard S&P 500 ETF Holding Summary

As of 2025-06-30, Boyce & Associates Wealth Consulting, Inc. held 3,608.00 shares of Vanguard S&P 500 ETF(VOO), totaling $1.92 Mil. This investment constitutes 1.76% of their stock portfolio, and Boyce & Associates Wealth Consulting, Inc. now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2022Q1. And since then Boyce & Associates Wealth Consulting, Inc. has made 7 purchases of VOO, at an average price of $423.99, for a total of 11,112.00 shares. In addition, there have been 1 sales at an average price of $375.83 for 7,504.00 shares. Based on historical transaction data and VOO's current price of $577.95, Boyce & Associates Wealth Consulting, Inc.'s estimated gain on his VOO holdings is $194,114.41, reflecting a 4.12% gain to date.

Boyce & Associates Wealth Consulting, Inc. VOO ($577.95) Holding Chart

Boyce & Associates Wealth Consulting, Inc. 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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