Ratio Wealth Group VOO Holdings History
Ratio Wealth Group's Vanguard S&P 500 ETF Holding Summary
As of 2024-03-31, Ratio Wealth Group held 62,561.00 shares of Vanguard S&P 500 ETF(VOO), totaling $30.07 Mil. This investment constitutes 5.6% of their stock portfolio, and Ratio Wealth Group now holds -% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2020Q4. And since then Ratio Wealth Group has made 10 purchases of VOO, at an average price of $336.94, for a total of 67,094.00 shares. In addition, there have been 2 sales at an average price of $370.37 for 4,533.00 shares. Based on historical transaction data and VOO's current price of $577.14, Ratio Wealth Group's estimated gain on his VOO holdings is $15.18 Mil, reflecting a 67.14% gain to date.
Ratio Wealth Group VOO ($577.14) Holding Chart
Ratio Wealth Group VOO ($577.14) 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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