PHILLIPS FINANCIAL MANAGEMENT, LLC VOO Holdings History
PHILLIPS FINANCIAL MANAGEMENT, LLC's Vanguard S&P 500 ETF Holding Summary
As of 2025-03-31, PHILLIPS FINANCIAL MANAGEMENT, LLC held 68,205.00 shares of Vanguard S&P 500 ETF(VOO), totaling $35.05 Mil. This investment constitutes 2.71% of their stock portfolio, and PHILLIPS FINANCIAL MANAGEMENT, LLC now holds 0.01% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2013Q4. And since then PHILLIPS FINANCIAL MANAGEMENT, LLC has made 18 purchases of VOO, at an average price of $292.38, for a total of 85,889.00 shares. In addition, there have been 19 sales at an average price of $357.40 for 17,684.00 shares. Based on historical transaction data and VOO's current price of $576.92, PHILLIPS FINANCIAL MANAGEMENT, LLC's estimated gain on his VOO holdings is $20.56 Mil, reflecting a 81.86% gain to date.
PHILLIPS FINANCIAL MANAGEMENT, LLC VOO ($576.92) Holding Chart
PHILLIPS FINANCIAL 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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