Plan Group Financial, LLC VOO Holdings History
Plan Group Financial, LLC's Vanguard S&P 500 ETF Holding Summary
As of 2025-03-31, Plan Group Financial, LLC held 39,248.00 shares of Vanguard S&P 500 ETF(VOO), totaling $20.17 Mil. This investment constitutes 7.2% of their stock portfolio, and Plan Group Financial, LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2022Q2. And since then Plan Group Financial, LLC has made 7 purchases of VOO, at an average price of $446.29, for a total of 40,006.00 shares. In addition, there have been 1 sales at an average price of $541.94 for 758.00 shares. Based on historical transaction data and VOO's current price of $563.90, Plan Group Financial, LLC's estimated gain on his VOO holdings is $4.69 Mil, reflecting a 26.26% gain to date.
Plan Group Financial, LLC VOO ($563.90) Holding Chart
Plan Group Financial, LLC VOO ($563.90) 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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