Number of Shares
7,199.00
Current Holdings Value*
$3.70 Mil
% of Portfolio
4.72%
Total Estimate Gain
$203,584.91
% of Total Estimate Gain
5.18%

Prospect Financial Group LLC's Vanguard S&P 500 ETF Holding Summary

As of 2025-03-31, Prospect Financial Group LLC held 7,199.00 shares of Vanguard S&P 500 ETF(VOO), totaling $3.70 Mil. This investment constitutes 4.72% of their stock portfolio, and Prospect Financial Group LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $540.58 for 55.00 shares. Based on historical transaction data and VOO's current price of $570.23, Prospect Financial Group LLC's estimated gain on his VOO holdings is $203,584.91, reflecting a 5.18% gain to date.

Prospect Financial Group LLC VOO ($570.23) Holding Chart

Prospect Financial Group LLC VOO ($570.23) 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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