Forefront Wealth Partners, LLC VOO Holdings History
Number of Shares
4,223.00
Current Holdings Value*
$2.17 Mil
% of Portfolio
1.48%
Total Estimate Gain
$176,315.32
% of Total Estimate Gain
7.72%
Forefront Wealth Partners, LLC's Vanguard S&P 500 ETF Holding Summary
As of 2025-03-31, Forefront Wealth Partners, LLC held 4,223.00 shares of Vanguard S&P 500 ETF(VOO), totaling $2.17 Mil. This investment constitutes 1.48% of their stock portfolio, and Forefront Wealth Partners, LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2024Q4. And since then Forefront Wealth Partners, LLC has made 1 purchases of VOO, at an average price of $541.11, for a total of 4,223.00 shares. Based on historical transaction data and VOO's current price of $582.86, Forefront Wealth Partners, LLC's estimated gain on his VOO holdings is $176,315.32, reflecting a 7.72% gain to date.
Forefront Wealth Partners, LLC VOO ($582.86) Holding Chart
Forefront Wealth Partners, LLC VOO ($582.86) 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