Number of Shares
4,031.00
Current Holdings Value*
$2.29 Mil
% of Portfolio
1.68%
Total Estimate Gain
$149,662.45
% of Total Estimate Gain
6.77%

Nova Wealth Management, Inc.'s Vanguard S&P 500 ETF Holding Summary

As of 2025-06-30, Nova Wealth Management, Inc. held 4,031.00 shares of Vanguard S&P 500 ETF(VOO), totaling $2.29 Mil. This investment constitutes 1.68% of their stock portfolio, and Nova Wealth Management, Inc. now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2024Q4. And since then Nova Wealth Management, Inc. has made 1 purchases of VOO, at an average price of $540.60, for a total of 4,089.00 shares. In addition, there have been 1 sales at an average price of $525.37 for 58.00 shares. Based on historical transaction data and VOO's current price of $577.95, Nova Wealth Management, Inc.'s estimated gain on his VOO holdings is $149,662.45, reflecting a 6.77% gain to date.

Nova Wealth Management, Inc. VOO ($577.95) Holding Chart

Nova Wealth Management, Inc. VOO ($577.95) 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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