Number of Shares
10,886.00
Current Holdings Value*
$5.59 Mil
% of Portfolio
2.13%
Total Estimate Gain
$2.54 Mil
% of Total Estimate Gain
34.05%

Hoxton Planning & Management, LLC's Vanguard S&P 500 ETF Holding Summary

As of 2025-03-31, Hoxton Planning & Management, LLC held 10,886.00 shares of Vanguard S&P 500 ETF(VOO), totaling $5.59 Mil. This investment constitutes 2.13% of their stock portfolio, and Hoxton Planning & Management, LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2022Q4. And since then Hoxton Planning & Management, LLC has made 2 purchases of VOO, at an average price of $358.01, for a total of 20,813.00 shares. In addition, there have been 6 sales at an average price of $384.44 for 9,927.00 shares. Based on historical transaction data and VOO's current price of $566.95, Hoxton Planning & Management, LLC's estimated gain on his VOO holdings is $2.54 Mil, reflecting a 34.05% gain to date.

Hoxton Planning & Management, LLC VOO ($566.95) Holding Chart

Hoxton Planning & Management, LLC VOO ($566.95) 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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