Level Financial Advisors VOO Holdings History
Level Financial Advisors's Vanguard S&P 500 ETF Holding Summary
As of 2025-06-30, Level Financial Advisors held 89,045.00 shares of Vanguard S&P 500 ETF(VOO), totaling $50.58 Mil. This investment constitutes 15.74% of their stock portfolio, and Level Financial Advisors now holds 0.01% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2021Q4. And since then Level Financial Advisors has made 8 purchases of VOO, at an average price of $413.44, for a total of 97,962.00 shares. In addition, there have been 6 sales at an average price of $512.93 for 8,917.00 shares. Based on historical transaction data and VOO's current price of $582.11, Level Financial Advisors's estimated gain on his VOO holdings is $15.91 Mil, reflecting a 39.27% gain to date.
Level Financial Advisors VOO ($582.11) Holding Chart
Level Financial Advisors VOO ($582.11) 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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