SMART Wealth LLC VOO Holdings History

Number of Shares
9,609.00
Current Holdings Value*
$4.94 Mil
% of Portfolio
1.77%
Total Estimate Gain
$1.49 Mil
% of Total Estimate Gain
15.97%

SMART Wealth LLC's Vanguard S&P 500 ETF Holding Summary

As of 2025-03-31, SMART Wealth LLC held 9,609.00 shares of Vanguard S&P 500 ETF(VOO), totaling $4.94 Mil. This investment constitutes 1.77% of their stock portfolio, and SMART Wealth LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2022Q4. And since then SMART Wealth LLC has made 1 purchases of VOO, at an average price of $477.55, for a total of 19,477.00 shares. In addition, there have been 3 sales at an average price of $525.18 for 9,868.00 shares. Based on historical transaction data and VOO's current price of $583.26, SMART Wealth LLC's estimated gain on his VOO holdings is $1.49 Mil, reflecting a 15.97% gain to date.

SMART Wealth LLC VOO ($583.26) Holding Chart

SMART Wealth 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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