Center For Financial Planning, Inc. VOO Holdings History
Center for Financial Planning, Inc.'s Vanguard S&P 500 ETF Holding Summary
As of 2025-03-31, Center for Financial Planning, Inc. held 530,707.00 shares of Vanguard S&P 500 ETF(VOO), totaling $272.74 Mil. This investment constitutes 34.96% of their stock portfolio, and Center for Financial Planning, Inc. now holds 0.04% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2019Q4. And since then Center for Financial Planning, Inc. has made 18 purchases of VOO, at an average price of $371.99, for a total of 568,569.00 shares. In addition, there have been 3 sales at an average price of $372.54 for 37,862.00 shares. Based on historical transaction data and VOO's current price of $582.86, Center for Financial Planning, Inc.'s estimated gain on his VOO holdings is $111.93 Mil, reflecting a 52.92% gain to date.
Center for Financial Planning, Inc. VOO ($582.86) Holding Chart
Center for Financial Planning, Inc. VOO ($582.86) 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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