Diversify Advisory Services, LLC VOO Holdings History
Diversify Advisory Services, LLC's Vanguard S&P 500 ETF Holding Summary
As of 2025-03-31, Diversify Advisory Services, LLC held 56,929.00 shares of Vanguard S&P 500 ETF(VOO), totaling $29.00 Mil. This investment constitutes 1.81% of their stock portfolio, and Diversify Advisory Services, LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2024Q1. And since then Diversify Advisory Services, LLC has made 3 purchases of VOO, at an average price of $479.08, for a total of 57,841.00 shares. In addition, there have been 1 sales at an average price of $540.58 for 912.00 shares. Based on historical transaction data and VOO's current price of $575.22, Diversify Advisory Services, LLC's estimated gain on his VOO holdings is $5.53 Mil, reflecting a 19.95% gain to date.
Diversify Advisory Services, LLC VOO ($575.22) Holding Chart
Diversify Advisory Services, LLC VOO ($575.22) 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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