Compound Planning, Inc. VOO Holdings History
Compound Planning, Inc.'s Vanguard S&P 500 ETF Holding Summary
As of 2025-03-31, Compound Planning, Inc. held 70,482.00 shares of Vanguard S&P 500 ETF(VOO), totaling $36.22 Mil. This investment constitutes 1.65% of their stock portfolio, and Compound Planning, Inc. now holds 0.01% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2023Q2. And since then Compound Planning, Inc. has made 8 purchases of VOO, at an average price of $512.39, for a total of 70,482.00 shares. Based on historical transaction data and VOO's current price of $566.95, Compound Planning, Inc.'s estimated gain on his VOO holdings is $3.85 Mil, reflecting a 10.65% gain to date.
Compound Planning, Inc. VOO ($566.95) Holding Chart
Compound Planning, Inc. VOO ($566.95) 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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