OAK HARBOR WEALTH PARTNERS, LLC VOO Holdings History
OAK HARBOR WEALTH PARTNERS, LLC's Vanguard S&P 500 ETF Holding Summary
As of 2025-03-31, OAK HARBOR WEALTH PARTNERS, LLC held 54,870.00 shares of Vanguard S&P 500 ETF(VOO), totaling $28.20 Mil. This investment constitutes 8.06% of their stock portfolio, and OAK HARBOR WEALTH PARTNERS, LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2021Q4. And since then OAK HARBOR WEALTH PARTNERS, LLC has made 10 purchases of VOO, at an average price of $419.98, for a total of 60,425.00 shares. In addition, there have been 3 sales at an average price of $381.83 for 5,555.00 shares. Based on historical transaction data and VOO's current price of $583.26, OAK HARBOR WEALTH PARTNERS, LLC's estimated gain on his VOO holdings is $8.75 Mil, reflecting a 34.47% gain to date.
OAK HARBOR WEALTH PARTNERS, LLC VOO ($583.26) Holding Chart
OAK HARBOR 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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