Laurel Wealth Planning LLC VOO Holdings History
Laurel Wealth Planning LLC's Vanguard S&P 500 ETF Holding Summary
As of 2025-03-31, Laurel Wealth Planning LLC held 22,396.00 shares of Vanguard S&P 500 ETF(VOO), totaling $11.51 Mil. This investment constitutes 7.65% of their stock portfolio, and Laurel Wealth Planning LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2020Q4. And since then Laurel Wealth Planning LLC has made 8 purchases of VOO, at an average price of $364.81, for a total of 28,993.00 shares. In addition, there have been 9 sales at an average price of $420.15 for 6,597.00 shares. Based on historical transaction data and VOO's current price of $579.58, Laurel Wealth Planning LLC's estimated gain on his VOO holdings is $5.17 Mil, reflecting a 48.93% gain to date.
Laurel Wealth Planning LLC VOO ($579.58) Holding Chart
Laurel Wealth Planning LLC VOO ($579.58) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
