DEFINED WEALTH MANAGEMENT, LLC VOO Holdings History
DEFINED WEALTH MANAGEMENT, LLC's Vanguard S&P 500 ETF Holding Summary
As of 2025-06-30, DEFINED WEALTH MANAGEMENT, LLC held 15,419.00 shares of Vanguard S&P 500 ETF(VOO), totaling $8.76 Mil. This investment constitutes 5.42% of their stock portfolio, and DEFINED WEALTH MANAGEMENT, LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2020Q4. And since then DEFINED WEALTH MANAGEMENT, LLC has made 8 purchases of VOO, at an average price of $379.65, for a total of 18,179.00 shares. In addition, there have been 4 sales at an average price of $531.77 for 2,760.00 shares. Based on historical transaction data and VOO's current price of $576.92, DEFINED WEALTH MANAGEMENT, LLC's estimated gain on his VOO holdings is $3.46 Mil, reflecting a 50.16% gain to date.
DEFINED WEALTH MANAGEMENT, LLC VOO ($576.92) Holding Chart
DEFINED 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
