Joel Adams & Associates, Inc. VOO Holdings History
Joel Adams & Associates, Inc.'s Vanguard S&P 500 ETF Holding Summary
As of 2025-03-31, Joel Adams & Associates, Inc. held 35,492.00 shares of Vanguard S&P 500 ETF(VOO), totaling $18.24 Mil. This investment constitutes 16.41% of their stock portfolio, and Joel Adams & Associates, Inc. now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $540.58 for 712.00 shares. Based on historical transaction data and VOO's current price of $582.86, Joel Adams & Associates, Inc.'s estimated gain on his VOO holdings is $1.45 Mil, reflecting a 7.40% gain to date.
Joel Adams & Associates, Inc. VOO ($582.86) Holding Chart
Joel Adams & Associates, Inc. VOO ($582.86) 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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