MONOGRAPH WEALTH ADVISORS, LLC VOO Holdings History
MONOGRAPH WEALTH ADVISORS, LLC's Vanguard S&P 500 ETF Holding Summary
As of 2025-03-31, MONOGRAPH WEALTH ADVISORS, LLC held 3,634.00 shares of Vanguard S&P 500 ETF(VOO), totaling $1.87 Mil. This investment constitutes 0.25% of their stock portfolio, and MONOGRAPH WEALTH ADVISORS, LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2021Q4. And since then MONOGRAPH WEALTH ADVISORS, LLC has made 3 purchases of VOO, at an average price of $459.79, for a total of 26,045.00 shares. In addition, there have been 4 sales at an average price of $474.75 for 22,411.00 shares. Based on historical transaction data and VOO's current price of $576.92, MONOGRAPH WEALTH ADVISORS, LLC's estimated gain on his VOO holdings is $761,042.71, reflecting a 6.36% gain to date.
MONOGRAPH WEALTH ADVISORS, LLC VOO ($576.92) Holding Chart
MONOGRAPH WEALTH ADVISORS, LLC VOO ($576.92) 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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