Boyd Wealth Management, LLC VOO Holdings History
Boyd Wealth Management, LLC's Vanguard S&P 500 ETF Holding Summary
As of 2025-06-30, Boyd Wealth Management, LLC held 82,086.00 shares of Vanguard S&P 500 ETF(VOO), totaling $46.63 Mil. This investment constitutes 20.19% of their stock portfolio, and Boyd 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 Boyd Wealth Management, LLC has made 8 purchases of VOO, at an average price of $438.30, for a total of 126,882.00 shares. In addition, there have been 5 sales at an average price of $475.35 for 44,796.00 shares. Based on historical transaction data and VOO's current price of $579.67, Boyd Wealth Management, LLC's estimated gain on his VOO holdings is $13.26 Mil, reflecting a 23.85% gain to date.
Boyd Wealth Management, LLC VOO ($579.67) Holding Chart
Boyd Wealth Management, LLC VOO ($579.67) 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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