Broadview Financial Management, LLC VOO Holdings History
Broadview Financial Management, LLC's Vanguard S&P 500 ETF Holding Summary
As of 2025-03-31, Broadview Financial Management, LLC held 1,392.00 shares of Vanguard S&P 500 ETF(VOO), totaling $715,270.00. This investment constitutes 0.53% of their stock portfolio, and Broadview Financial Management, LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2022Q4. And since then Broadview Financial Management, LLC has made 6 purchases of VOO, at an average price of $360.00, for a total of 1,823.00 shares. In addition, there have been 4 sales at an average price of $504.45 for 431.00 shares. Based on historical transaction data and VOO's current price of $583.26, Broadview Financial Management, LLC's estimated gain on his VOO holdings is $373,035.02, reflecting a 56.84% gain to date.
Broadview Financial Management, LLC VOO ($583.26) Holding Chart
Broadview Financial Management, LLC VOO ($583.26) 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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