Fee-Only Financial Planning, L.C. VOO Holdings History
Fee-Only Financial Planning, L.C.'s Vanguard S&P 500 ETF Holding Summary
As of 2025-03-31, Fee-Only Financial Planning, L.C. held 7,463.00 shares of Vanguard S&P 500 ETF(VOO), totaling $3.84 Mil. This investment constitutes 2.62% of their stock portfolio, and Fee-Only Financial Planning, L.C. now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2022Q4. And since then Fee-Only Financial Planning, L.C. has made 2 purchases of VOO, at an average price of $352.66, for a total of 7,877.00 shares. In addition, there have been 4 sales at an average price of $484.47 for 414.00 shares. Based on historical transaction data and VOO's current price of $574.42, Fee-Only Financial Planning, L.C.'s estimated gain on his VOO holdings is $1.71 Mil, reflecting a 61.54% gain to date.
Fee-Only Financial Planning, L.C. VOO ($574.42) Holding Chart
Fee-Only Financial Planning, L.C. VOO ($574.42) 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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