Canvas Wealth Advisors, LLC VOO Holdings History
Canvas Wealth Advisors, LLC's Vanguard S&P 500 ETF Holding Summary
As of 2025-03-31, Canvas Wealth Advisors, LLC held 15,940.00 shares of Vanguard S&P 500 ETF(VOO), totaling $7.72 Mil. This investment constitutes 1.98% of their stock portfolio, and Canvas Wealth Advisors, LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2021Q1. And since then Canvas Wealth Advisors, LLC has made 7 purchases of VOO, at an average price of $386.70, for a total of 46,565.00 shares. In addition, there have been 9 sales at an average price of $386.24 for 30,625.00 shares. Based on historical transaction data and VOO's current price of $570.01, Canvas Wealth Advisors, LLC's estimated gain on his VOO holdings is $2.91 Mil, reflecting a 16.15% gain to date.
Canvas Wealth Advisors, LLC VOO ($570.01) Holding Chart
Canvas Wealth Advisors, LLC VOO ($570.01) 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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