Number of Shares
14,442.00
Current Holdings Value*
$6.31 Mil
% of Portfolio
4.01%
Total Estimate Gain
$2.12 Mil
% of Total Estimate Gain
31.93%

Resource Planning Group's Vanguard S&P 500 ETF Holding Summary

As of 2023-12-31, Resource Planning Group held 14,442.00 shares of Vanguard S&P 500 ETF(VOO), totaling $6.31 Mil. This investment constitutes 4.01% of their stock portfolio, and Resource Planning Group now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2018Q3. And since then Resource Planning Group has made 4 purchases of VOO, at an average price of $392.46, for a total of 16,893.00 shares. In addition, there have been 2 sales at an average price of $272.31 for 2,451.00 shares. Based on historical transaction data and VOO's current price of $559.44, Resource Planning Group's estimated gain on his VOO holdings is $2.12 Mil, reflecting a 31.93% gain to date.

Resource Planning Group VOO ($559.44) Holding Chart

Resource Planning Group VOO ($559.44) 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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