My Personal CFO, LLC VOO Holdings History

Number of Shares
9,065.00
Current Holdings Value*
$4.66 Mil
% of Portfolio
2.35%
Total Estimate Gain
$620,315.26
% of Total Estimate Gain
13.27%

My Personal CFO, LLC's Vanguard S&P 500 ETF Holding Summary

As of 2025-03-31, My Personal CFO, LLC held 9,065.00 shares of Vanguard S&P 500 ETF(VOO), totaling $4.66 Mil. This investment constitutes 2.35% of their stock portfolio, and My Personal CFO, LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2022Q4. And since then My Personal CFO, LLC has made 6 purchases of VOO, at an average price of $505.72, for a total of 9,244.00 shares. In addition, there have been 2 sales at an average price of $365.38 for 179.00 shares. Based on historical transaction data and VOO's current price of $576.92, My Personal CFO, LLC's estimated gain on his VOO holdings is $620,315.26, reflecting a 13.27% gain to date.

My Personal CFO, LLC VOO ($576.92) Holding Chart

My Personal CFO, 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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