Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$3.54 Mil
% of Total Estimate Gain
10.82%

MOULTON WEALTH MANAGEMENT, INC's Vanguard S&P 500 ETF Holding Summary

As of 2025-06-30, MOULTON WEALTH MANAGEMENT, INC held - shares of Vanguard S&P 500 ETF(VOO), totaling N/A. This investment constitutes 0% of their stock portfolio, and MOULTON WEALTH MANAGEMENT, INC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2019Q4. And since then MOULTON WEALTH MANAGEMENT, INC has made 10 purchases of VOO, at an average price of $395.61, for a total of 82,800.00 shares. In addition, there have been 11 sales at an average price of $438.41 for 82,800.00 shares. Based on historical transaction data and VOO's current price of $570.23, MOULTON WEALTH MANAGEMENT, INC's estimated gain on his VOO holdings is $3.54 Mil, reflecting a 10.82% gain to date.

MOULTON WEALTH MANAGEMENT, INC VOO ($570.23) Holding Chart

MOULTON WEALTH MANAGEMENT, INC VOO ($570.23) 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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