Simplicity Wealth,LLC VOO Holdings History
Simplicity Wealth,LLC's Vanguard S&P 500 ETF Holding Summary
As of 2025-03-31, Simplicity Wealth,LLC held 93,536.00 shares of Vanguard S&P 500 ETF(VOO), totaling $48.07 Mil. This investment constitutes 3.74% of their stock portfolio, and Simplicity Wealth,LLC now holds 0.01% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2022Q3. And since then Simplicity Wealth,LLC has made 7 purchases of VOO, at an average price of $459.58, for a total of 151,259.00 shares. In addition, there have been 4 sales at an average price of $495.54 for 57,723.00 shares. Based on historical transaction data and VOO's current price of $576.92, Simplicity Wealth,LLC's estimated gain on his VOO holdings is $13.05 Mil, reflecting a 18.77% gain to date.
Simplicity Wealth,LLC VOO ($576.92) Holding Chart
Simplicity Wealth,LLC VOO ($576.92) 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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