High Net Worth Advisory Group LLC VOO Holdings History
High Net Worth Advisory Group LLC's Vanguard S&P 500 ETF Holding Summary
As of 2025-03-31, High Net Worth Advisory Group LLC held 43,251.00 shares of Vanguard S&P 500 ETF(VOO), totaling $22.23 Mil. This investment constitutes 6.27% of their stock portfolio, and High Net Worth Advisory Group LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2021Q4. And since then High Net Worth Advisory Group LLC has made 10 purchases of VOO, at an average price of $420.79, for a total of 47,258.00 shares. In addition, there have been 3 sales at an average price of $427.99 for 4,007.00 shares. Based on historical transaction data and VOO's current price of $575.22, High Net Worth Advisory Group LLC's estimated gain on his VOO holdings is $6.71 Mil, reflecting a 33.73% gain to date.
High Net Worth Advisory Group LLC VOO ($575.22) Holding Chart
High Net Worth Advisory Group LLC VOO ($575.22) 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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