Retirement Wealth Solutions LLC VOO Holdings History
Retirement Wealth Solutions LLC's Vanguard S&P 500 ETF Holding Summary
As of 2025-06-30, Retirement Wealth Solutions LLC held 42,050.00 shares of Vanguard S&P 500 ETF(VOO), totaling $23.89 Mil. This investment constitutes 17.44% of their stock portfolio, and Retirement Wealth Solutions LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2024Q4. In addition, there have been 2 sales at an average price of $538.03 for 2,818.00 shares. Based on historical transaction data and VOO's current price of $583.26, Retirement Wealth Solutions LLC's estimated gain on his VOO holdings is $1.73 Mil, reflecting a 7.10% gain to date.
Retirement Wealth Solutions LLC VOO ($583.26) Holding Chart
Retirement Wealth Solutions LLC VOO ($583.26) 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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