Number of Shares
113,697.00
Current Holdings Value*
$64.58 Mil
% of Portfolio
21.7%
Total Estimate Gain
$16.07 Mil
% of Total Estimate Gain
22.78%

OLYMPUS WEALTH MANAGEMENT, LLC's Vanguard S&P 500 ETF Holding Summary

As of 2025-06-30, OLYMPUS WEALTH MANAGEMENT, LLC held 113,697.00 shares of Vanguard S&P 500 ETF(VOO), totaling $64.58 Mil. This investment constitutes 21.7% of their stock portfolio, and OLYMPUS WEALTH MANAGEMENT, LLC now holds 0.01% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2021Q4. And since then OLYMPUS WEALTH MANAGEMENT, LLC has made 3 purchases of VOO, at an average price of $442.27, for a total of 159,456.00 shares. In addition, there have been 4 sales at an average price of $458.83 for 45,759.00 shares. Based on historical transaction data and VOO's current price of $576.92, OLYMPUS WEALTH MANAGEMENT, LLC's estimated gain on his VOO holdings is $16.07 Mil, reflecting a 22.78% gain to date.

OLYMPUS WEALTH MANAGEMENT, LLC VOO ($576.92) Holding Chart

OLYMPUS WEALTH MANAGEMENT, 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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