Castle Financial & Retirement Planning Associates, Inc. VOO Holdings History
Castle Financial & Retirement Planning Associates, Inc.'s Vanguard S&P 500 ETF Holding Summary
As of 2021-12-31, Castle Financial & Retirement Planning Associates, Inc. held 10,495.00 shares of Vanguard S&P 500 ETF(VOO), totaling $4.35 Mil. This investment constitutes 14.76% of their stock portfolio, and Castle Financial & Retirement Planning Associates, Inc. now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2021Q4. Based on historical transaction data and VOO's current price of $576.92, Castle Financial & Retirement Planning Associates, Inc.'s estimated gain on his VOO holdings is $1.63 Mil, reflecting a 36.99% gain to date.
Castle Financial & Retirement Planning Associates, Inc. VOO ($576.92) Holding Chart
Castle Financial & Retirement Planning Associates, Inc. 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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