Number of Shares
2,981.00
Current Holdings Value*
$1.53 Mil
% of Portfolio
0.26%
Total Estimate Gain
$480,912.11
% of Total Estimate Gain
6.85%

Meridian Wealth Advisors, LLC's Vanguard S&P 500 ETF Holding Summary

As of 2025-03-31, Meridian Wealth Advisors, LLC held 2,981.00 shares of Vanguard S&P 500 ETF(VOO), totaling $1.53 Mil. This investment constitutes 0.26% of their stock portfolio, and Meridian Wealth Advisors, LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2018Q4. And since then Meridian Wealth Advisors, LLC has made 14 purchases of VOO, at an average price of $432.02, for a total of 16,254.00 shares. In addition, there have been 8 sales at an average price of $434.37 for 13,273.00 shares. Based on historical transaction data and VOO's current price of $582.86, Meridian Wealth Advisors, LLC's estimated gain on his VOO holdings is $480,912.11, reflecting a 6.85% gain to date.

Meridian Wealth Advisors, LLC VOO ($582.86) Holding Chart

Meridian Wealth Advisors, LLC VOO ($582.86) 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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