Goldstone Financial Group, LLC VOO Holdings History
Goldstone Financial Group, LLC's Vanguard S&P 500 ETF Holding Summary
As of 2025-06-30, Goldstone Financial Group, LLC held 145,499.00 shares of Vanguard S&P 500 ETF(VOO), totaling $83.69 Mil. This investment constitutes 11.05% of their stock portfolio, and Goldstone Financial Group, LLC now holds 0.01% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2023Q1. And since then Goldstone Financial Group, LLC has made 6 purchases of VOO, at an average price of $401.07, for a total of 153,217.00 shares. In addition, there have been 2 sales at an average price of $445.43 for 7,718.00 shares. Based on historical transaction data and VOO's current price of $576.92, Goldstone Financial Group, LLC's estimated gain on his VOO holdings is $25.93 Mil, reflecting a 42.19% gain to date.
Goldstone Financial Group, LLC VOO ($576.92) Holding Chart
Goldstone Financial Group, LLC VOO ($576.92) 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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