Evernest Financial Advisors, LLC VOO Holdings History
Evernest Financial Advisors, LLC's Vanguard S&P 500 ETF Holding Summary
As of 2025-03-31, Evernest Financial Advisors, LLC held 10,442.00 shares of Vanguard S&P 500 ETF(VOO), totaling $5.37 Mil. This investment constitutes 1.93% of their stock portfolio, and Evernest Financial 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 Evernest Financial Advisors, LLC has made 3 purchases of VOO, at an average price of $474.98, for a total of 30,140.00 shares. In addition, there have been 3 sales at an average price of $536.42 for 19,698.00 shares. Based on historical transaction data and VOO's current price of $576.92, Evernest Financial Advisors, LLC's estimated gain on his VOO holdings is $2.27 Mil, reflecting a 15.89% gain to date.
Evernest Financial Advisors, LLC VOO ($576.92) Holding Chart
Evernest Financial Advisors, 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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