Number of Shares
17,418.00
Current Holdings Value*
$9.89 Mil
% of Portfolio
7.32%
Total Estimate Gain
$613,608.82
% of Total Estimate Gain
5.39%

Five Pine Wealth Management's Vanguard S&P 500 ETF Holding Summary

As of 2025-06-30, Five Pine Wealth Management held 17,418.00 shares of Vanguard S&P 500 ETF(VOO), totaling $9.89 Mil. This investment constitutes 7.32% of their stock portfolio, and Five Pine Wealth Management now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2024Q4. And since then Five Pine Wealth Management has made 1 purchases of VOO, at an average price of $541.72, for a total of 21,002.00 shares. In addition, there have been 1 sales at an average price of $540.58 for 3,584.00 shares. Based on historical transaction data and VOO's current price of $577.18, Five Pine Wealth Management's estimated gain on his VOO holdings is $613,608.82, reflecting a 5.39% gain to date.

Five Pine Wealth Management VOO ($577.18) Holding Chart

Five Pine Wealth Management 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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