Journey Beyond Wealth, LLC VOO Holdings History
Journey Beyond Wealth, LLC's Vanguard S&P 500 ETF Holding Summary
As of 2025-03-31, Journey Beyond Wealth, LLC held 49,491.00 shares of Vanguard S&P 500 ETF(VOO), totaling $25.43 Mil. This investment constitutes 23.77% of their stock portfolio, and Journey Beyond Wealth, LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2024Q4. And since then Journey Beyond Wealth, LLC has made 1 purchases of VOO, at an average price of $541.90, for a total of 49,491.00 shares. Based on historical transaction data and VOO's current price of $573.22, Journey Beyond Wealth, LLC's estimated gain on his VOO holdings is $1.55 Mil, reflecting a 5.78% gain to date.
Journey Beyond Wealth, LLC VOO ($573.22) Holding Chart
Journey Beyond Wealth, LLC VOO ($573.22) 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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