High Pines Wealth Management, LLC VOO Holdings History
High Pines Wealth Management, LLC's Vanguard S&P 500 ETF Holding Summary
As of 2023-12-31, High Pines Wealth Management, LLC held 19,978.00 shares of Vanguard S&P 500 ETF(VOO), totaling $8.73 Mil. This investment constitutes 13.3% of their stock portfolio, and High Pines 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 High Pines Wealth Management, LLC has made 5 purchases of VOO, at an average price of $349.61, for a total of 41,667.00 shares. In addition, there have been 7 sales at an average price of $403.13 for 21,689.00 shares. Based on historical transaction data and VOO's current price of $570.29, High Pines Wealth Management, LLC's estimated gain on his VOO holdings is $5.57 Mil, reflecting a 38.23% gain to date.
High Pines Wealth Management, LLC VOO ($570.29) Holding Chart
High Pines Wealth Management, LLC VOO ($570.29) 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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