Bridgewealth Advisory Group, LLC VOO Holdings History
Bridgewealth Advisory Group, LLC's Vanguard S&P 500 ETF Holding Summary
As of 2025-03-31, Bridgewealth Advisory Group, LLC held 4,644.00 shares of Vanguard S&P 500 ETF(VOO), totaling $2.39 Mil. This investment constitutes 3.14% of their stock portfolio, and Bridgewealth Advisory Group, LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2022Q4. And since then Bridgewealth Advisory Group, LLC has made 7 purchases of VOO, at an average price of $371.07, for a total of 14,369.00 shares. In addition, there have been 2 sales at an average price of $539.90 for 9,725.00 shares. Based on historical transaction data and VOO's current price of $576.92, Bridgewealth Advisory Group, LLC's estimated gain on his VOO holdings is $2.60 Mil, reflecting a 48.72% gain to date.
Bridgewealth Advisory Group, LLC VOO ($576.92) Holding Chart
Bridgewealth Advisory Group, LLC 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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