Next Level Wealth Planning, LLC VOO Holdings History
Next Level Wealth Planning, LLC's Vanguard S&P 500 ETF Holding Summary
As of 2025-03-31, Next Level Wealth Planning, LLC held 81,276.00 shares of Vanguard S&P 500 ETF(VOO), totaling $41.77 Mil. This investment constitutes 31.64% of their stock portfolio, and Next Level Wealth Planning, LLC now holds 0.01% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2024Q4. And since then Next Level Wealth Planning, LLC has made 1 purchases of VOO, at an average price of $541.86, for a total of 81,276.00 shares. Based on historical transaction data and VOO's current price of $573.22, Next Level Wealth Planning, LLC's estimated gain on his VOO holdings is $2.55 Mil, reflecting a 5.79% gain to date.
Next Level Wealth Planning, LLC VOO ($573.22) Holding Chart
Next Level Wealth Planning, LLC VOO ($573.22) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
