Sensible Financial Planning & Management, LLC. VOO Holdings History
Sensible Financial Planning & Management, LLC.'s Vanguard S&P 500 ETF Holding Summary
As of 2025-03-31, Sensible Financial Planning & Management, LLC. held 40,097.00 shares of Vanguard S&P 500 ETF(VOO), totaling $20.61 Mil. This investment constitutes 4.11% of their stock portfolio, and Sensible Financial Planning & Management, LLC. now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2014Q4. And since then Sensible Financial Planning & Management, LLC. has made 14 purchases of VOO, at an average price of $240.65, for a total of 75,073.00 shares. In addition, there have been 19 sales at an average price of $310.38 for 34,976.00 shares. Based on historical transaction data and VOO's current price of $567.77, Sensible Financial Planning & Management, LLC.'s estimated gain on his VOO holdings is $15.56 Mil, reflecting a 86.10% gain to date.
Sensible Financial Planning & Management, LLC. VOO ($567.77) Holding Chart
Sensible Financial Planning & Management, LLC. VOO ($567.77) 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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