Peak Financial Management, Inc. VOO Holdings History
Peak Financial Management, Inc.'s Vanguard S&P 500 ETF Holding Summary
As of 2025-03-31, Peak Financial Management, Inc. held 30,312.00 shares of Vanguard S&P 500 ETF(VOO), totaling $15.58 Mil. This investment constitutes 4.67% of their stock portfolio, and Peak Financial Management, Inc. now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2018Q2. And since then Peak Financial Management, Inc. has made 2 purchases of VOO, at an average price of $250.30, for a total of 57,076.00 shares. In addition, there have been 26 sales at an average price of $379.78 for 26,764.00 shares. Based on historical transaction data and VOO's current price of $577.95, Peak Financial Management, Inc.'s estimated gain on his VOO holdings is $13.40 Mil, reflecting a 93.78% gain to date.
Peak Financial Management, Inc. VOO ($577.95) Holding Chart
Peak Financial Management, Inc. VOO ($577.95) 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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