Spectrum Investment Advisors, Inc. VOO Holdings History
Spectrum Investment Advisors, Inc.'s Vanguard S&P 500 ETF Holding Summary
As of 2025-03-31, Spectrum Investment Advisors, Inc. held 35,123.00 shares of Vanguard S&P 500 ETF(VOO), totaling $18.05 Mil. This investment constitutes 11.65% of their stock portfolio, and Spectrum Investment Advisors, Inc. now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2023Q4. And since then Spectrum Investment Advisors, Inc. has made 1 purchases of VOO, at an average price of $409.90, for a total of 37,031.00 shares. In addition, there have been 4 sales at an average price of $496.82 for 1,908.00 shares. Based on historical transaction data and VOO's current price of $576.92, Spectrum Investment Advisors, Inc.'s estimated gain on his VOO holdings is $6.03 Mil, reflecting a 39.74% gain to date.
Spectrum Investment Advisors, Inc. VOO ($576.92) Holding Chart
Spectrum Investment Advisors, Inc. 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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