Thrive Wealth Management, LLC VOO Holdings History
Thrive Wealth Management, LLC's Vanguard S&P 500 ETF Holding Summary
As of 2025-06-30, Thrive Wealth Management, LLC held 16,108.00 shares of Vanguard S&P 500 ETF(VOO), totaling $9.15 Mil. This investment constitutes 1.48% of their stock portfolio, and Thrive Wealth Management, LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2021Q4. And since then Thrive Wealth Management, LLC has made 4 purchases of VOO, at an average price of $380.34, for a total of 20,211.00 shares. In addition, there have been 10 sales at an average price of $447.52 for 4,103.00 shares. Based on historical transaction data and VOO's current price of $573.22, Thrive Wealth Management, LLC's estimated gain on his VOO holdings is $3.38 Mil, reflecting a 44.01% gain to date.
Thrive Wealth Management, LLC VOO ($573.22) Holding Chart
Thrive Wealth Management, LLC VOO ($573.22) 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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