Number of Shares
7,400.00
Current Holdings Value*
$3.80 Mil
% of Portfolio
2.11%
Total Estimate Gain
$563,441.01
% of Total Estimate Gain
15.29%

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

As of 2025-03-31, Prospect Financial Services LLC held 7,400.00 shares of Vanguard S&P 500 ETF(VOO), totaling $3.80 Mil. This investment constitutes 2.11% of their stock portfolio, and Prospect Financial Services LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2023Q4. And since then Prospect Financial Services LLC has made 4 purchases of VOO, at an average price of $497.59, for a total of 7,405.00 shares. In addition, there have been 1 sales at an average price of $481.20 for 5.00 shares. Based on historical transaction data and VOO's current price of $573.74, Prospect Financial Services LLC's estimated gain on his VOO holdings is $563,441.01, reflecting a 15.29% gain to date.

Prospect Financial Services LLC VOO ($573.74) Holding Chart

Prospect Financial Services LLC VOO ($573.74) 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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