Number of Shares
20,485.00
Current Holdings Value*
$10.53 Mil
% of Portfolio
7.72%
Total Estimate Gain
$3.63 Mil
% of Total Estimate Gain
31.48%

Future Financial Wealth Managment LLC's Vanguard S&P 500 ETF Holding Summary

As of 2025-03-31, Future Financial Wealth Managment LLC held 20,485.00 shares of Vanguard S&P 500 ETF(VOO), totaling $10.53 Mil. This investment constitutes 7.72% of their stock portfolio, and Future Financial Wealth Managment LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2020Q4. And since then Future Financial Wealth Managment LLC has made 10 purchases of VOO, at an average price of $390.86, for a total of 29,496.00 shares. In addition, there have been 5 sales at an average price of $391.41 for 9,011.00 shares. Based on historical transaction data and VOO's current price of $567.77, Future Financial Wealth Managment LLC's estimated gain on his VOO holdings is $3.63 Mil, reflecting a 31.48% gain to date.

Future Financial Wealth Managment LLC VOO ($567.77) Holding Chart

Future Financial Wealth Managment LLC VOO ($567.77) 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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