Peak Retirement Planning, Inc. VOO Holdings History
Number of Shares
12,718.00
Current Holdings Value*
$6.85 Mil
% of Portfolio
4.63%
Total Estimate Gain
$520,420.56
% of Total Estimate Gain
7.55%
Peak Retirement Planning, Inc.'s Vanguard S&P 500 ETF Holding Summary
As of 2024-12-31, Peak Retirement Planning, Inc. held 12,718.00 shares of Vanguard S&P 500 ETF(VOO), totaling $6.85 Mil. This investment constitutes 4.63% of their stock portfolio, and Peak Retirement Planning, Inc. now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2024Q4. Based on historical transaction data and VOO's current price of $582.86, Peak Retirement Planning, Inc.'s estimated gain on his VOO holdings is $520,420.56, reflecting a 7.55% gain to date.
Peak Retirement Planning, Inc. VOO ($582.86) Holding Chart
Peak Retirement Planning, 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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