CAROLINAS WEALTH CONSULTING LLC VOO Holdings History
CAROLINAS WEALTH CONSULTING LLC's Vanguard S&P 500 ETF Holding Summary
As of 2024-12-31, CAROLINAS WEALTH CONSULTING LLC held 60,502.00 shares of Vanguard S&P 500 ETF(VOO), totaling $32.60 Mil. This investment constitutes 6.41% of their stock portfolio, and CAROLINAS WEALTH CONSULTING LLC now holds 0.01% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2019Q4. And since then CAROLINAS WEALTH CONSULTING LLC has made 12 purchases of VOO, at an average price of $326.31, for a total of 77,590.00 shares. In addition, there have been 8 sales at an average price of $389.67 for 17,088.00 shares. Based on historical transaction data and VOO's current price of $576.92, CAROLINAS WEALTH CONSULTING LLC's estimated gain on his VOO holdings is $16.25 Mil, reflecting a 64.16% gain to date.
CAROLINAS WEALTH CONSULTING LLC VOO ($576.92) Holding Chart
CAROLINAS WEALTH CONSULTING 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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