EverSource Wealth Advisors, LLC VOO Holdings History
EverSource Wealth Advisors, LLC's Vanguard S&P 500 ETF Holding Summary
As of 2025-03-31, EverSource Wealth Advisors, LLC held 50,011.00 shares of Vanguard S&P 500 ETF(VOO), totaling $25.70 Mil. This investment constitutes 1.42% of their stock portfolio, and EverSource Wealth Advisors, LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2021Q4. And since then EverSource Wealth Advisors, LLC has made 8 purchases of VOO, at an average price of $452.87, for a total of 58,911.00 shares. In addition, there have been 5 sales at an average price of $496.93 for 8,900.00 shares. Based on historical transaction data and VOO's current price of $577.18, EverSource Wealth Advisors, LLC's estimated gain on his VOO holdings is $6.61 Mil, reflecting a 24.77% gain to date.
EverSource Wealth Advisors, LLC VOO ($577.18) Holding Chart
EverSource Wealth Advisors, LLC VOO ($577.18) 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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