O'Brien Wealth Partners LLC VOO Holdings History
O'Brien Wealth Partners LLC's Vanguard S&P 500 ETF Holding Summary
As of 2025-06-30, O'Brien Wealth Partners LLC held 7,005.00 shares of Vanguard S&P 500 ETF(VOO), totaling $3.98 Mil. This investment constitutes 0.62% of their stock portfolio, and O'Brien Wealth Partners LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2018Q2. And since then O'Brien Wealth Partners LLC has made 3 purchases of VOO, at an average price of $524.36, for a total of 7,072.00 shares. In addition, there have been 1 sales at an average price of $246.83 for 67.00 shares. Based on historical transaction data and VOO's current price of $583.26, O'Brien Wealth Partners LLC's estimated gain on his VOO holdings is $393,974.40, reflecting a 10.62% gain to date.
O'Brien Wealth Partners LLC VOO ($583.26) Holding Chart
O'Brien Wealth Partners LLC VOO ($583.26) 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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