Number of Shares
40,946.00
Current Holdings Value*
$21.04 Mil
% of Portfolio
7.32%
Total Estimate Gain
$4.55 Mil
% of Total Estimate Gain
23.88%

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 $576.92, Three Bridge Wealth Advisors, LLC's estimated gain on his VOO holdings is $4.55 Mil, reflecting a 23.88% gain to date.

Three Bridge Wealth Advisors, LLC VOO ($576.92) Holding Chart

Three Bridge Wealth Advisors, 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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