Innovative Wealth Building LLC VOO Holdings History
Number of Shares
67,389.00
Current Holdings Value*
$34.63 Mil
% of Portfolio
31.91%
Total Estimate Gain
$2.25 Mil
% of Total Estimate Gain
6.16%
Innovative Wealth Building LLC's Vanguard S&P 500 ETF Holding Summary
As of 2025-03-31, Innovative Wealth Building LLC held 67,389.00 shares of Vanguard S&P 500 ETF(VOO), totaling $34.63 Mil. This investment constitutes 31.91% of their stock portfolio, and Innovative Wealth Building LLC now holds 0.01% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2024Q4. And since then Innovative Wealth Building LLC has made 1 purchases of VOO, at an average price of $541.86, for a total of 67,389.00 shares. Based on historical transaction data and VOO's current price of $575.22, Innovative Wealth Building LLC's estimated gain on his VOO holdings is $2.25 Mil, reflecting a 6.16% gain to date.
Innovative Wealth Building LLC VOO ($575.22) Holding Chart
Innovative Wealth Building LLC VOO ($575.22) 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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