Retirement Planning Group, LLC VOO Holdings History
Retirement Planning Group, LLC's Vanguard S&P 500 ETF Holding Summary
As of 2025-03-31, Retirement Planning Group, LLC held 440,684.00 shares of Vanguard S&P 500 ETF(VOO), totaling $226.47 Mil. This investment constitutes 10.62% of their stock portfolio, and Retirement Planning Group, LLC now holds 0.03% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2019Q4. And since then Retirement Planning Group, LLC has made 13 purchases of VOO, at an average price of $448.56, for a total of 664,486.00 shares. In addition, there have been 9 sales at an average price of $408.31 for 223,802.00 shares. Based on historical transaction data and VOO's current price of $577.18, Retirement Planning Group, LLC's estimated gain on his VOO holdings is $47.68 Mil, reflecting a 16.00% gain to date.
Retirement Planning Group, LLC VOO ($577.18) Holding Chart
Retirement Planning Group, LLC VOO ($577.18) 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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