ROBINSON SMITH WEALTH ADVISORS LLC VOO Holdings History
ROBINSON SMITH WEALTH ADVISORS LLC's Vanguard S&P 500 ETF Holding Summary
As of 2025-03-31, ROBINSON SMITH WEALTH ADVISORS LLC held 4,869.00 shares of Vanguard S&P 500 ETF(VOO), totaling $2.50 Mil. This investment constitutes 2.09% of their stock portfolio, and ROBINSON SMITH WEALTH ADVISORS LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2023Q4. And since then ROBINSON SMITH WEALTH ADVISORS LLC has made 3 purchases of VOO, at an average price of $411.09, for a total of 5,672.00 shares. In addition, there have been 2 sales at an average price of $540.99 for 803.00 shares. Based on historical transaction data and VOO's current price of $582.86, ROBINSON SMITH WEALTH ADVISORS LLC's estimated gain on his VOO holdings is $940,642.96, reflecting a 40.34% gain to date.
ROBINSON SMITH WEALTH ADVISORS LLC VOO ($582.86) Holding Chart
ROBINSON SMITH WEALTH ADVISORS 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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