Fortune Financial Advisors, LLC VOO Holdings History

Number of Shares

1,932.00

$1.10 Mil

% of Portfolio

0.88%

Total Estimate Gain

$68,022.57

% of Total Estimate Gain

6.30%

Fortune Financial Advisors, LLC's Vanguard S&P 500 ETF Holding Summary

As of 2025-06-30, Fortune Financial Advisors, LLC held 1,932.00 shares of Vanguard S&P 500 ETF(VOO), totaling $1.10 Mil. This investment constitutes 0.88% of their stock portfolio, and Fortune Financial Advisors, LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2024Q4. And since then Fortune Financial Advisors, LLC has made 2 purchases of VOO, at an average price of $541.20, for a total of 1,995.00 shares. In addition, there have been 1 sales at an average price of $525.37 for 63.00 shares. Based on historical transaction data and VOO's current price of $576.92, Fortune Financial Advisors, LLC's estimated gain on his VOO holdings is $68,022.57, reflecting a 6.30% gain to date.

Fortune Financial Advisors, LLC VOO ($576.92) Holding Chart

Fortune Financial Advisors, LLC VOO ($576.92) Quarterly Buys and Sells

Period	Bought/Sold (Sh.)	% Change
Shares Bought	0	Average Price $-/Share
Shares Sold	0	Average Price $-/Share
Current Price $0.00		Total Estimated Gain 0 %

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