LAKE STREET PRIVATE WEALTH, LLC VOO Holdings History
LAKE STREET PRIVATE WEALTH, LLC's Vanguard S&P 500 ETF Holding Summary
As of 2025-03-31, LAKE STREET PRIVATE WEALTH, LLC held 7,838.00 shares of Vanguard S&P 500 ETF(VOO), totaling $4.03 Mil. This investment constitutes 0.66% of their stock portfolio, and LAKE STREET PRIVATE WEALTH, LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2021Q4. And since then LAKE STREET PRIVATE WEALTH, LLC has made 8 purchases of VOO, at an average price of $424.65, for a total of 25,390.00 shares. In addition, there have been 6 sales at an average price of $448.74 for 17,552.00 shares. Based on historical transaction data and VOO's current price of $582.86, LAKE STREET PRIVATE WEALTH, LLC's estimated gain on his VOO holdings is $1.66 Mil, reflecting a 15.42% gain to date.
LAKE STREET PRIVATE WEALTH, LLC VOO ($582.86) Holding Chart
LAKE STREET PRIVATE WEALTH, LLC 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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