Sightline Wealth Advisors, LLC VOO Holdings History
Sightline Wealth Advisors, LLC's Vanguard S&P 500 ETF Holding Summary
As of 2025-06-30, Sightline Wealth Advisors, LLC held 2,449.00 shares of Vanguard S&P 500 ETF(VOO), totaling $1.39 Mil. This investment constitutes 0.67% of their stock portfolio, and Sightline Wealth Advisors, LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2022Q2. And since then Sightline Wealth Advisors, LLC has made 10 purchases of VOO, at an average price of $398.49, for a total of 3,422.00 shares. In addition, there have been 3 sales at an average price of $516.06 for 973.00 shares. Based on historical transaction data and VOO's current price of $580.17, Sightline Wealth Advisors, LLC's estimated gain on his VOO holdings is $559,319.11, reflecting a 41.02% gain to date.
Sightline Wealth Advisors, LLC VOO ($580.17) Holding Chart
Sightline Wealth Advisors, LLC VOO ($580.17) 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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