IMG Wealth Management, Inc. VOO Holdings History
Number of Shares
8,707.00
Current Holdings Value*
$4.47 Mil
% of Portfolio
4.02%
Total Estimate Gain
$348,667.66
% of Total Estimate Gain
7.39%
IMG Wealth Management, Inc.'s Vanguard S&P 500 ETF Holding Summary
As of 2025-03-31, IMG Wealth Management, Inc. held 8,707.00 shares of Vanguard S&P 500 ETF(VOO), totaling $4.47 Mil. This investment constitutes 4.02% of their stock portfolio, and IMG Wealth Management, Inc. now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2024Q4. And since then IMG Wealth Management, Inc. has made 1 purchases of VOO, at an average price of $541.92, for a total of 8,707.00 shares. Based on historical transaction data and VOO's current price of $581.96, IMG Wealth Management, Inc.'s estimated gain on his VOO holdings is $348,667.66, reflecting a 7.39% gain to date.
IMG Wealth Management, Inc. VOO ($581.96) Holding Chart
IMG Wealth Management, Inc. VOO ($581.96) 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 % |
Top Ranked Articles
- 1