StrategIQ Financial Group, LLC VOO Holdings History
StrategIQ Financial Group, LLC's Vanguard S&P 500 ETF Holding Summary
As of 2023-12-31, StrategIQ Financial Group, LLC held 9,772.00 shares of Vanguard S&P 500 ETF(VOO), totaling $4.27 Mil. This investment constitutes 0.48% of their stock portfolio, and StrategIQ Financial Group, LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2021Q3. And since then StrategIQ Financial Group, LLC has made 4 purchases of VOO, at an average price of $420.63, for a total of 52,635.00 shares. In addition, there have been 5 sales at an average price of $396.12 for 42,863.00 shares. Based on historical transaction data and VOO's current price of $566.95, StrategIQ Financial Group, LLC's estimated gain on his VOO holdings is $379,399.44, reflecting a 1.71% gain to date.
StrategIQ Financial Group, LLC VOO ($566.95) Holding Chart
StrategIQ Financial Group, LLC VOO ($566.95) 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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