EAGLE WEALTH STRATEGIES LLC VOO Holdings History
EAGLE WEALTH STRATEGIES LLC's Vanguard S&P 500 ETF Holding Summary
As of 2025-06-30, EAGLE WEALTH STRATEGIES LLC held 65,569.00 shares of Vanguard S&P 500 ETF(VOO), totaling $37.25 Mil. This investment constitutes 20.83% of their stock portfolio, and EAGLE WEALTH STRATEGIES LLC now holds 0.01% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2023Q4. And since then EAGLE WEALTH STRATEGIES LLC has made 2 purchases of VOO, at an average price of $410.23, for a total of 92,069.00 shares. In addition, there have been 4 sales at an average price of $472.69 for 26,500.00 shares. Based on historical transaction data and VOO's current price of $577.95, EAGLE WEALTH STRATEGIES LLC's estimated gain on his VOO holdings is $12.65 Mil, reflecting a 33.50% gain to date.
EAGLE WEALTH STRATEGIES LLC VOO ($577.95) Holding Chart
EAGLE WEALTH STRATEGIES LLC VOO ($577.95) 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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