Peak Financial Management, Inc. VOO Holdings History
Peak Financial Management, Inc.'s Vanguard S&P 500 ETF Holding Summary
As of 2025-06-30, Peak Financial Management, Inc. held 29,886.00 shares of Vanguard S&P 500 ETF(VOO), totaling $16.98 Mil. This investment constitutes 4.83% 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 27 sales at an average price of $382.06 for 27,190.00 shares. Based on historical transaction data and VOO's current price of $582.86, Peak Financial Management, Inc.'s estimated gain on his VOO holdings is $13.52 Mil, reflecting a 94.65% gain to date.
Peak Financial Management, Inc. VOO ($582.86) Holding Chart
Peak Financial Management, Inc. VOO ($582.86) 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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