Southern Wealth Management, LLP VOO Holdings History
Southern Wealth Management, LLP's Vanguard S&P 500 ETF Holding Summary
As of 2023-03-31, Southern Wealth Management, LLP held 36,935.00 shares of Vanguard S&P 500 ETF(VOO), totaling $13.89 Mil. This investment constitutes 5.39% of their stock portfolio, and Southern Wealth Management, LLP now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2019Q4. And since then Southern Wealth Management, LLP has made 11 purchases of VOO, at an average price of $307.76, for a total of 43,942.00 shares. In addition, there have been 2 sales at an average price of $383.97 for 7,007.00 shares. Based on historical transaction data and VOO's current price of $576.92, Southern Wealth Management, LLP's estimated gain on his VOO holdings is $10.48 Mil, reflecting a 77.46% gain to date.
Southern Wealth Management, LLP VOO ($576.92) Holding Chart
Southern Wealth Management, LLP 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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