Landmark Wealth Management, LLC VOO Holdings History
Landmark Wealth Management, LLC's Vanguard S&P 500 ETF Holding Summary
As of 2025-03-31, Landmark Wealth Management, LLC held 69,054.00 shares of Vanguard S&P 500 ETF(VOO), totaling $35.49 Mil. This investment constitutes 15.65% of their stock portfolio, and Landmark Wealth Management, LLC now holds 0.01% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2021Q4. And since then Landmark Wealth Management, LLC has made 7 purchases of VOO, at an average price of $419.68, for a total of 406,273.00 shares. In addition, there have been 6 sales at an average price of $399.60 for 337,219.00 shares. Based on historical transaction data and VOO's current price of $568.03, Landmark Wealth Management, LLC's estimated gain on his VOO holdings is $3.47 Mil, reflecting a 2.04% gain to date.
Landmark Wealth Management, LLC VOO ($568.03) Holding Chart
Landmark Wealth Management, LLC VOO ($568.03) 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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