Number of Shares
40,675.00
Current Holdings Value*
$23.18 Mil
% of Portfolio
2.14%
Total Estimate Gain
$9.29 Mil
% of Total Estimate Gain
25.59%

TRITONPOINT WEALTH, LLC's Vanguard S&P 500 ETF Holding Summary

As of 2025-06-30, TRITONPOINT WEALTH, LLC held 40,675.00 shares of Vanguard S&P 500 ETF(VOO), totaling $23.18 Mil. This investment constitutes 2.14% of their stock portfolio, and TRITONPOINT WEALTH, LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2023Q4. And since then TRITONPOINT WEALTH, LLC has made 1 purchases of VOO, at an average price of $409.90, for a total of 88,549.00 shares. In addition, there have been 5 sales at an average price of $461.98 for 47,874.00 shares. Based on historical transaction data and VOO's current price of $576.92, TRITONPOINT WEALTH, LLC's estimated gain on his VOO holdings is $9.29 Mil, reflecting a 25.59% gain to date.

TRITONPOINT WEALTH, LLC VOO ($576.92) Holding Chart

TRITONPOINT 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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