PENOBSCOT WEALTH MANAGEMENT VOO Holdings History
PENOBSCOT WEALTH MANAGEMENT's Vanguard S&P 500 ETF Holding Summary
As of 2025-03-31, PENOBSCOT WEALTH MANAGEMENT held 10,527.00 shares of Vanguard S&P 500 ETF(VOO), totaling $5.41 Mil. This investment constitutes 2.28% of their stock portfolio, and PENOBSCOT WEALTH MANAGEMENT now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2022Q1. And since then PENOBSCOT WEALTH MANAGEMENT has made 7 purchases of VOO, at an average price of $456.82, for a total of 13,090.00 shares. In addition, there have been 6 sales at an average price of $392.44 for 2,563.00 shares. Based on historical transaction data and VOO's current price of $573.22, PENOBSCOT WEALTH MANAGEMENT's estimated gain on his VOO holdings is $1.06 Mil, reflecting a 17.73% gain to date.
PENOBSCOT WEALTH MANAGEMENT VOO ($573.22) Holding Chart
PENOBSCOT WEALTH MANAGEMENT VOO ($573.22) 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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