M3 Advisory Group, LLC VOO Holdings History
M3 Advisory Group, LLC's Vanguard S&P 500 ETF Holding Summary
As of 2025-03-31, M3 Advisory Group, LLC held 8,836.00 shares of Vanguard S&P 500 ETF(VOO), totaling $4.54 Mil. This investment constitutes 3.59% of their stock portfolio, and M3 Advisory Group, LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2023Q4. And since then M3 Advisory Group, LLC has made 4 purchases of VOO, at an average price of $445.98, for a total of 9,101.00 shares. In addition, there have been 1 sales at an average price of $481.20 for 265.00 shares. Based on historical transaction data and VOO's current price of $575.22, M3 Advisory Group, LLC's estimated gain on his VOO holdings is $1.15 Mil, reflecting a 28.37% gain to date.
M3 Advisory Group, LLC VOO ($575.22) Holding Chart
M3 Advisory Group, LLC VOO ($575.22) 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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