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 %

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