Number of Shares
40,451.00
Current Holdings Value*
$20.79 Mil
% of Portfolio
7.86%
Total Estimate Gain
$7.64 Mil
% of Total Estimate Gain
12.60%

FSA WEALTH PARTNERS, INC.'s Vanguard S&P 500 ETF Holding Summary

As of 2025-03-31, FSA WEALTH PARTNERS, INC. held 40,451.00 shares of Vanguard S&P 500 ETF(VOO), totaling $20.79 Mil. This investment constitutes 7.86% of their stock portfolio, and FSA WEALTH PARTNERS, INC. now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2021Q2. And since then FSA WEALTH PARTNERS, INC. has made 11 purchases of VOO, at an average price of $414.34, for a total of 146,355.00 shares. In addition, there have been 6 sales at an average price of $424.39 for 105,904.00 shares. Based on historical transaction data and VOO's current price of $576.92, FSA WEALTH PARTNERS, INC.'s estimated gain on his VOO holdings is $7.64 Mil, reflecting a 12.60% gain to date.

FSA WEALTH PARTNERS, INC. VOO ($576.92) Holding Chart

FSA WEALTH PARTNERS, INC. 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 %

Top Ranked Articles

  • 1