NWF Advisory Services Inc. VOO Holdings History
Number of Shares
67,812.00
Current Holdings Value*
$36.54 Mil
% of Portfolio
5.35%
Total Estimate Gain
$2.66 Mil
% of Total Estimate Gain
7.24%
NWF Advisory Services Inc.'s Vanguard S&P 500 ETF Holding Summary
As of 2024-12-31, NWF Advisory Services Inc. held 67,812.00 shares of Vanguard S&P 500 ETF(VOO), totaling $36.54 Mil. This investment constitutes 5.35% of their stock portfolio, and NWF Advisory Services Inc. now holds 0.01% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2024Q4. Based on historical transaction data and VOO's current price of $581.20, NWF Advisory Services Inc.'s estimated gain on his VOO holdings is $2.66 Mil, reflecting a 7.24% gain to date.
NWF Advisory Services Inc. VOO ($581.20) Holding Chart
NWF Advisory Services Inc. VOO ($581.20) 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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