Holistic Planning, LLC VOO Holdings History
Holistic Planning, LLC's Vanguard S&P 500 ETF Holding Summary
As of 2025-03-31, Holistic Planning, LLC held 15,302.00 shares of Vanguard S&P 500 ETF(VOO), totaling $7.86 Mil. This investment constitutes 2.66% of their stock portfolio, and Holistic Planning, LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2023Q4. And since then Holistic Planning, LLC has made 2 purchases of VOO, at an average price of $435.30, for a total of 17,720.00 shares. In addition, there have been 3 sales at an average price of $478.23 for 2,418.00 shares. Based on historical transaction data and VOO's current price of $576.92, Holistic Planning, LLC's estimated gain on his VOO holdings is $2.27 Mil, reflecting a 29.44% gain to date.
Holistic Planning, LLC VOO ($576.92) Holding Chart
Holistic Planning, 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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