Dechtman Wealth Management, LLC VOO Holdings History
Number of Shares
176,212.00
Current Holdings Value*
$94.94 Mil
% of Portfolio
18.35%
Total Estimate Gain
$28.72 Mil
% of Total Estimate Gain
38.81%
Dechtman Wealth Management, LLC's Vanguard S&P 500 ETF Holding Summary
As of 2024-12-31, Dechtman Wealth Management, LLC held 176,212.00 shares of Vanguard S&P 500 ETF(VOO), totaling $94.94 Mil. This investment constitutes 18.35% of their stock portfolio, and Dechtman Wealth Management, LLC now holds 0.02% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2023Q2. And since then Dechtman Wealth Management, LLC has made 6 purchases of VOO, at an average price of $419.89, for a total of 176,212.00 shares. Based on historical transaction data and VOO's current price of $582.86, Dechtman Wealth Management, LLC's estimated gain on his VOO holdings is $28.72 Mil, reflecting a 38.81% gain to date.
Dechtman Wealth Management, LLC VOO ($582.86) Holding Chart
Dechtman Wealth Management, LLC 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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