Number of Shares
6,706.00
Current Holdings Value*
$3.45 Mil
% of Portfolio
1.06%
Total Estimate Gain
$503,000.92
% of Total Estimate Gain
10.97%

SUMMIT WEALTH & RETIREMENT PLANNING, INC.'s Vanguard S&P 500 ETF Holding Summary

As of 2025-03-31, SUMMIT WEALTH & RETIREMENT PLANNING, INC. held 6,706.00 shares of Vanguard S&P 500 ETF(VOO), totaling $3.45 Mil. This investment constitutes 1.06% of their stock portfolio, and SUMMIT WEALTH & RETIREMENT PLANNING, INC. now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2020Q2. And since then SUMMIT WEALTH & RETIREMENT PLANNING, INC. has made 5 purchases of VOO, at an average price of $461.99, for a total of 9,928.00 shares. In addition, there have been 1 sales at an average price of $382.30 for 3,222.00 shares. Based on historical transaction data and VOO's current price of $575.29, SUMMIT WEALTH & RETIREMENT PLANNING, INC.'s estimated gain on his VOO holdings is $503,000.92, reflecting a 10.97% gain to date.

SUMMIT WEALTH & RETIREMENT PLANNING, INC. VOO ($575.29) Holding Chart

SUMMIT WEALTH & RETIREMENT PLANNING, INC. VOO ($575.29) 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 %

Top Ranked Articles

  • 1