Discipline Wealth Solutions, LLC VOO Holdings History
Discipline Wealth Solutions, LLC's Vanguard S&P 500 ETF Holding Summary
As of 2025-06-30, Discipline Wealth Solutions, LLC held 17,978.00 shares of Vanguard S&P 500 ETF(VOO), totaling $10.21 Mil. This investment constitutes 3.91% of their stock portfolio, and Discipline Wealth Solutions, LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2023Q4. And since then Discipline Wealth Solutions, LLC has made 5 purchases of VOO, at an average price of $449.38, for a total of 19,554.00 shares. In addition, there have been 1 sales at an average price of $540.58 for 1,576.00 shares. Based on historical transaction data and VOO's current price of $576.92, Discipline Wealth Solutions, LLC's estimated gain on his VOO holdings is $2.44 Mil, reflecting a 27.73% gain to date.
Discipline Wealth Solutions, LLC VOO ($576.92) Holding Chart
Discipline Wealth Solutions, 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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