Navis Wealth Advisors, LLC VOO Holdings History
Navis Wealth Advisors, LLC's Vanguard S&P 500 ETF Holding Summary
As of 2025-03-31, Navis Wealth Advisors, LLC held 16,650.00 shares of Vanguard S&P 500 ETF(VOO), totaling $8.56 Mil. This investment constitutes 8.4% of their stock portfolio, and Navis Wealth Advisors, LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2020Q4. And since then Navis Wealth Advisors, LLC has made 4 purchases of VOO, at an average price of $330.70, for a total of 16,664.00 shares. In addition, there have been 1 sales at an average price of $363.71 for 14.00 shares. Based on historical transaction data and VOO's current price of $576.92, Navis Wealth Advisors, LLC's estimated gain on his VOO holdings is $4.10 Mil, reflecting a 74.40% gain to date.
Navis Wealth Advisors, LLC VOO ($576.92) Holding Chart
Navis Wealth Advisors, 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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