Three Bridge Wealth Advisors, LLC VOO Holdings History
Number of Shares
40,946.00
Current Holdings Value*
$21.04 Mil
% of Portfolio
7.32%
Total Estimate Gain
$4.54 Mil
% of Total Estimate Gain
23.83%
Three Bridge Wealth Advisors, LLC's Vanguard S&P 500 ETF Holding Summary
As of 2025-03-31, Three Bridge Wealth Advisors, LLC held 40,946.00 shares of Vanguard S&P 500 ETF(VOO), totaling $21.04 Mil. This investment constitutes 7.32% of their stock portfolio, and Three Bridge Wealth Advisors, LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2022Q1. And since then Three Bridge Wealth Advisors, LLC has made 11 purchases of VOO, at an average price of $465.71, for a total of 40,946.00 shares. Based on historical transaction data and VOO's current price of $576.69, Three Bridge Wealth Advisors, LLC's estimated gain on his VOO holdings is $4.54 Mil, reflecting a 23.83% gain to date.
Three Bridge Wealth Advisors, LLC VOO ($576.69) Holding Chart
Three Bridge Wealth Advisors, LLC VOO ($576.69) 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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