Lake Hills Wealth Management, LLC VOO Holdings History
Lake Hills Wealth Management, LLC's Vanguard S&P 500 ETF Holding Summary
As of 2025-06-30, Lake Hills Wealth Management, LLC held 56,333.00 shares of Vanguard S&P 500 ETF(VOO), totaling $32.00 Mil. This investment constitutes 18.32% of their stock portfolio, and Lake Hills Wealth Management, 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 Hills Wealth Management, LLC has made 3 purchases of VOO, at an average price of $512.29, for a total of 62,642.00 shares. In addition, there have been 7 sales at an average price of $387.52 for 6,309.00 shares. Based on historical transaction data and VOO's current price of $582.08, Lake Hills Wealth Management, LLC's estimated gain on his VOO holdings is $3.14 Mil, reflecting a 9.80% gain to date.
Lake Hills Wealth Management, LLC VOO ($582.08) Holding Chart
Lake Hills Wealth Management, LLC VOO ($582.08) 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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