RETIREMENT CAPITAL STRATEGIES VOO Holdings History
RETIREMENT CAPITAL STRATEGIES's Vanguard S&P 500 ETF Holding Summary
As of 2025-03-31, RETIREMENT CAPITAL STRATEGIES held 74,971.00 shares of Vanguard S&P 500 ETF(VOO), totaling $38.53 Mil. This investment constitutes 15.04% of their stock portfolio, and RETIREMENT CAPITAL STRATEGIES now holds 0.01% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2014Q1. And since then RETIREMENT CAPITAL STRATEGIES has made 12 purchases of VOO, at an average price of $282.68, for a total of 473,251.00 shares. In addition, there have been 20 sales at an average price of $327.61 for 398,280.00 shares. Based on historical transaction data and VOO's current price of $576.92, RETIREMENT CAPITAL STRATEGIES's estimated gain on his VOO holdings is $39.95 Mil, reflecting a 29.87% gain to date.
RETIREMENT CAPITAL STRATEGIES VOO ($576.92) Holding Chart
RETIREMENT CAPITAL STRATEGIES VOO ($576.92) 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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