Number of Shares
1,272.00
Current Holdings Value*
$722,530.00
% of Portfolio
0.1%
Total Estimate Gain
$65,571.60
% of Total Estimate Gain
9.81%

INSPIRION WEALTH ADVISORS, LLC's Vanguard S&P 500 ETF Holding Summary

As of 2025-06-30, INSPIRION WEALTH ADVISORS, LLC held 1,272.00 shares of Vanguard S&P 500 ETF(VOO), totaling $722,530.00. This investment constitutes 0.1% of their stock portfolio, and INSPIRION WEALTH ADVISORS, LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2025Q2. And since then INSPIRION WEALTH ADVISORS, LLC has made 1 purchases of VOO, at an average price of $525.37, for a total of 1,272.00 shares. Based on historical transaction data and VOO's current price of $576.92, INSPIRION WEALTH ADVISORS, LLC's estimated gain on his VOO holdings is $65,571.60, reflecting a 9.81% gain to date.

INSPIRION WEALTH ADVISORS, LLC VOO ($576.92) Holding Chart

INSPIRION WEALTH ADVISORS, 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 %

Top Ranked Articles

  • 1