McNaughton Wealth Management, LLC VOO Holdings History
McNaughton Wealth Management, LLC's Vanguard S&P 500 ETF Holding Summary
As of 2025-06-30, McNaughton Wealth Management, LLC held 15,699.00 shares of Vanguard S&P 500 ETF(VOO), totaling $8.92 Mil. This investment constitutes 3.98% of their stock portfolio, and McNaughton Wealth Management, LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2025Q1. And since then McNaughton Wealth Management, LLC has made 1 purchases of VOO, at an average price of $540.58, for a total of 20,886.00 shares. In addition, there have been 1 sales at an average price of $525.37 for 5,187.00 shares. Based on historical transaction data and VOO's current price of $581.45, McNaughton Wealth Management, LLC's estimated gain on his VOO holdings is $562,686.18, reflecting a 4.98% gain to date.
McNaughton Wealth Management, LLC VOO ($581.45) Holding Chart
McNaughton Wealth Management, LLC VOO ($581.45) 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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