Equius Partners, Inc. VOO Holdings History
Number of Shares
4,900.00
Current Holdings Value*
$1.72 Mil
% of Portfolio
0.53%
Total Estimate Gain
$1.13 Mil
% of Total Estimate Gain
65.68%
Equius Partners, Inc.'s Vanguard S&P 500 ETF Holding Summary
As of 2022-12-31, Equius Partners, Inc. held 4,900.00 shares of Vanguard S&P 500 ETF(VOO), totaling $1.72 Mil. This investment constitutes 0.53% of their stock portfolio, and Equius Partners, Inc. now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2022Q4. And since then Equius Partners, Inc. has made 1 purchases of VOO, at an average price of $351.80, for a total of 4,900.00 shares. Based on historical transaction data and VOO's current price of $582.86, Equius Partners, Inc.'s estimated gain on his VOO holdings is $1.13 Mil, reflecting a 65.68% gain to date.
Equius Partners, Inc. VOO ($582.86) Holding Chart
Equius Partners, Inc. 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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