Topsail Wealth Management, LLC VOO Holdings History
Number of Shares
56,529.00
Current Holdings Value*
$29.05 Mil
% of Portfolio
5.91%
Total Estimate Gain
$2.34 Mil
% of Total Estimate Gain
7.62%
Topsail Wealth Management, LLC's Vanguard S&P 500 ETF Holding Summary
As of 2025-03-31, Topsail Wealth Management, LLC held 56,529.00 shares of Vanguard S&P 500 ETF(VOO), totaling $29.05 Mil. This investment constitutes 5.91% of their stock portfolio, and Topsail Wealth Management, LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2024Q4. And since then Topsail Wealth Management, LLC has made 1 purchases of VOO, at an average price of $541.94, for a total of 56,529.00 shares. Based on historical transaction data and VOO's current price of $583.26, Topsail Wealth Management, LLC's estimated gain on his VOO holdings is $2.34 Mil, reflecting a 7.62% gain to date.
Topsail Wealth Management, LLC VOO ($583.26) Holding Chart
Topsail Wealth Management, LLC VOO ($583.26) 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 % |
Top Ranked Articles
- 1