TPB WEALTH ADVISORS VOO Holdings History
TPB WEALTH ADVISORS's Vanguard S&P 500 ETF Holding Summary
As of 2023-03-31, TPB WEALTH ADVISORS held 21,216.00 shares of Vanguard S&P 500 ETF(VOO), totaling $7.98 Mil. This investment constitutes 4.35% of their stock portfolio, and TPB WEALTH ADVISORS now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2020Q4. And since then TPB WEALTH ADVISORS has made 3 purchases of VOO, at an average price of $353.15, for a total of 36,528.00 shares. In addition, there have been 6 sales at an average price of $368.04 for 15,312.00 shares. Based on historical transaction data and VOO's current price of $573.74, TPB WEALTH ADVISORS's estimated gain on his VOO holdings is $4.91 Mil, reflecting a 38.05% gain to date.
TPB WEALTH ADVISORS VOO ($573.74) Holding Chart
TPB WEALTH ADVISORS VOO ($573.74) 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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