Trajan Wealth LLC VOO Holdings History
Trajan Wealth LLC's Vanguard S&P 500 ETF Holding Summary
As of 2025-03-31, Trajan Wealth LLC held 363,214.00 shares of Vanguard S&P 500 ETF(VOO), totaling $186.66 Mil. This investment constitutes 10.19% of their stock portfolio, and Trajan Wealth LLC now holds 0.03% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2024Q1. And since then Trajan Wealth LLC has made 1 purchases of VOO, at an average price of $458.79, for a total of 399,726.00 shares. In addition, there have been 3 sales at an average price of $516.19 for 36,512.00 shares. Based on historical transaction data and VOO's current price of $583.26, Trajan Wealth LLC's estimated gain on his VOO holdings is $47.30 Mil, reflecting a 25.79% gain to date.
Trajan Wealth LLC VOO ($583.26) Holding Chart
Trajan Wealth 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 % | |||
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