Mittelman Wealth Management VOO Holdings History
Mittelman Wealth Management's Vanguard S&P 500 ETF Holding Summary
As of 2025-03-31, Mittelman Wealth Management held 23,631.00 shares of Vanguard S&P 500 ETF(VOO), totaling $12.14 Mil. This investment constitutes 10.96% of their stock portfolio, and Mittelman Wealth Management now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2024Q1. And since then Mittelman Wealth Management has made 1 purchases of VOO, at an average price of $474.87, for a total of 40,240.00 shares. In addition, there have been 3 sales at an average price of $540.29 for 16,609.00 shares. Based on historical transaction data and VOO's current price of $575.22, Mittelman Wealth Management's estimated gain on his VOO holdings is $3.46 Mil, reflecting a 18.10% gain to date.
Mittelman Wealth Management VOO ($575.22) Holding Chart
Mittelman Wealth Management 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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