Phillips Wealth Planners LLC VOO Holdings History
Phillips Wealth Planners LLC's Vanguard S&P 500 ETF Holding Summary
As of 2025-06-30, Phillips Wealth Planners LLC held 9,004.00 shares of Vanguard S&P 500 ETF(VOO), totaling $5.13 Mil. This investment constitutes 4.65% of their stock portfolio, and Phillips Wealth Planners LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2022Q4. And since then Phillips Wealth Planners LLC has made 5 purchases of VOO, at an average price of $381.43, for a total of 10,470.00 shares. In addition, there have been 5 sales at an average price of $495.87 for 1,466.00 shares. Based on historical transaction data and VOO's current price of $582.86, Phillips Wealth Planners LLC's estimated gain on his VOO holdings is $1.98 Mil, reflecting a 49.62% gain to date.
Phillips Wealth Planners LLC VOO ($582.86) Holding Chart
Phillips Wealth Planners LLC 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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