Cedar Wealth Management, LLC VOO Holdings History
Number of Shares
8,010.00
Current Holdings Value*
$4.12 Mil
% of Portfolio
1.46%
Total Estimate Gain
$1.13 Mil
% of Total Estimate Gain
32.54%
Cedar Wealth Management, LLC's Vanguard S&P 500 ETF Holding Summary
As of 2025-03-31, Cedar Wealth Management, LLC held 8,010.00 shares of Vanguard S&P 500 ETF(VOO), totaling $4.12 Mil. This investment constitutes 1.46% of their stock portfolio, and Cedar Wealth Management, LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2022Q2. And since then Cedar Wealth Management, LLC has made 12 purchases of VOO, at an average price of $435.27, for a total of 8,010.00 shares. Based on historical transaction data and VOO's current price of $576.92, Cedar Wealth Management, LLC's estimated gain on his VOO holdings is $1.13 Mil, reflecting a 32.54% gain to date.
Cedar Wealth Management, LLC VOO ($576.92) Holding Chart
Cedar Wealth Management, 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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