SHEETS SMITH WEALTH MANAGEMENT VOO Holdings History
SHEETS SMITH WEALTH MANAGEMENT's Vanguard S&P 500 ETF Holding Summary
As of 2025-06-30, SHEETS SMITH WEALTH MANAGEMENT held 69,217.00 shares of Vanguard S&P 500 ETF(VOO), totaling $39.32 Mil. This investment constitutes 4.6% of their stock portfolio, and SHEETS SMITH WEALTH MANAGEMENT now holds 0.01% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2023Q3. And since then SHEETS SMITH WEALTH MANAGEMENT has made 6 purchases of VOO, at an average price of $465.51, for a total of 101,614.00 shares. In addition, there have been 2 sales at an average price of $507.61 for 32,397.00 shares. Based on historical transaction data and VOO's current price of $576.92, SHEETS SMITH WEALTH MANAGEMENT's estimated gain on his VOO holdings is $9.08 Mil, reflecting a 19.19% gain to date.
SHEETS SMITH WEALTH MANAGEMENT VOO ($576.92) Holding Chart
SHEETS SMITH WEALTH MANAGEMENT VOO ($576.92) 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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