Number of Shares
6,868.00
Current Holdings Value*
$3.90 Mil
% of Portfolio
1.88%
Total Estimate Gain
$5.92 Mil
% of Total Estimate Gain
9.76%

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

As of 2025-06-30, FSA WEALTH PARTNERS, INC. held 6,868.00 shares of Vanguard S&P 500 ETF(VOO), totaling $3.90 Mil. This investment constitutes 1.88% 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 7 sales at an average price of $448.70 for 139,487.00 shares. Based on historical transaction data and VOO's current price of $577.95, FSA WEALTH PARTNERS, INC.'s estimated gain on his VOO holdings is $5.92 Mil, reflecting a 9.76% gain to date.

FSA WEALTH PARTNERS, INC. VOO ($577.95) Holding Chart

FSA WEALTH PARTNERS, INC. VOO ($577.95) 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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