Forvis Mazars Wealth Advisors, LLC VOO Holdings History
Forvis Mazars Wealth Advisors, LLC's Vanguard S&P 500 ETF Holding Summary
As of 2025-03-31, Forvis Mazars Wealth Advisors, LLC held 241,840.00 shares of Vanguard S&P 500 ETF(VOO), totaling $124.28 Mil. This investment constitutes 2.98% of their stock portfolio, and Forvis Mazars Wealth Advisors, LLC now holds 0.02% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2016Q4. And since then Forvis Mazars Wealth Advisors, LLC has made 20 purchases of VOO, at an average price of $368.90, for a total of 281,763.00 shares. In addition, there have been 11 sales at an average price of $441.94 for 39,923.00 shares. Based on historical transaction data and VOO's current price of $577.18, Forvis Mazars Wealth Advisors, LLC's estimated gain on his VOO holdings is $53.29 Mil, reflecting a 51.26% gain to date.
Forvis Mazars Wealth Advisors, LLC VOO ($577.18) Holding Chart
Forvis Mazars Wealth Advisors, LLC 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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