Dodds Wealth, LLC VOO Holdings History

Number of Shares
31,357.00
Current Holdings Value*
$16.11 Mil
% of Portfolio
5.25%
Total Estimate Gain
$4.14 Mil
% of Total Estimate Gain
29.70%

Dodds Wealth, LLC's Vanguard S&P 500 ETF Holding Summary

As of 2025-03-31, Dodds Wealth, LLC held 31,357.00 shares of Vanguard S&P 500 ETF(VOO), totaling $16.11 Mil. This investment constitutes 5.25% of their stock portfolio, and Dodds Wealth, LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2023Q4. And since then Dodds Wealth, LLC has made 5 purchases of VOO, at an average price of $444.82, for a total of 31,357.00 shares. Based on historical transaction data and VOO's current price of $576.92, Dodds Wealth, LLC's estimated gain on his VOO holdings is $4.14 Mil, reflecting a 29.70% gain to date.

Dodds Wealth, LLC VOO ($576.92) Holding Chart

Dodds Wealth, 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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