Nicholson Wealth Management Group, LLC VOO Holdings History
Nicholson Wealth Management Group, LLC's Vanguard S&P 500 ETF Holding Summary
As of 2025-03-31, Nicholson Wealth Management Group, LLC held 26,062.00 shares of Vanguard S&P 500 ETF(VOO), totaling $13.39 Mil. This investment constitutes 8.79% of their stock portfolio, and Nicholson Wealth Management Group, LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2024Q3. And since then Nicholson Wealth Management Group, LLC has made 1 purchases of VOO, at an average price of $528.87, for a total of 26,614.00 shares. In addition, there have been 1 sales at an average price of $540.58 for 552.00 shares. Based on historical transaction data and VOO's current price of $576.92, Nicholson Wealth Management Group, LLC's estimated gain on his VOO holdings is $1.26 Mil, reflecting a 8.94% gain to date.
Nicholson Wealth Management Group, LLC VOO ($576.92) Holding Chart
Nicholson Wealth Management Group, 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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