Number of Shares
14,952.00
Current Holdings Value*
$8.49 Mil
% of Portfolio
5.47%
Total Estimate Gain
$4.52 Mil
% of Total Estimate Gain
56.72%

Greenhouse Wealth Management, LLC's Vanguard S&P 500 ETF Holding Summary

As of 2025-06-30, Greenhouse Wealth Management, LLC held 14,952.00 shares of Vanguard S&P 500 ETF(VOO), totaling $8.49 Mil. This investment constitutes 5.47% of their stock portfolio, and Greenhouse Wealth Management, LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2020Q4. And since then Greenhouse Wealth Management, LLC has made 8 purchases of VOO, at an average price of $338.41, for a total of 23,568.00 shares. In addition, there have been 10 sales at an average price of $443.04 for 8,616.00 shares. Based on historical transaction data and VOO's current price of $580.66, Greenhouse Wealth Management, LLC's estimated gain on his VOO holdings is $4.52 Mil, reflecting a 56.72% gain to date.

Greenhouse Wealth Management, LLC VOO ($580.66) Holding Chart

Greenhouse Wealth Management, LLC VOO ($580.66) 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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