Intelligent Financial Strategies VOO Holdings History
Intelligent Financial Strategies's Vanguard S&P 500 ETF Holding Summary
As of 2025-03-31, Intelligent Financial Strategies held 57,072.00 shares of Vanguard S&P 500 ETF(VOO), totaling $29.33 Mil. This investment constitutes 15.3% of their stock portfolio, and Intelligent Financial Strategies now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2021Q4. And since then Intelligent Financial Strategies has made 9 purchases of VOO, at an average price of $405.70, for a total of 59,073.00 shares. In addition, there have been 4 sales at an average price of $517.00 for 2,001.00 shares. Based on historical transaction data and VOO's current price of $559.44, Intelligent Financial Strategies's estimated gain on his VOO holdings is $9.00 Mil, reflecting a 37.54% gain to date.
Intelligent Financial Strategies VOO ($559.44) Holding Chart
Intelligent Financial Strategies VOO ($559.44) 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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