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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