SMART Wealth LLC VOO Holdings History
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 $582.86, SMART Wealth LLC's estimated gain on his VOO holdings is $1.48 Mil, reflecting a 15.93% gain to date.
SMART Wealth LLC VOO ($582.86) Holding Chart
SMART Wealth LLC VOO ($582.86) 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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