Triad Wealth Partners, LLC VOO Holdings History
Triad Wealth Partners, LLC's Vanguard S&P 500 ETF Holding Summary
As of 2025-06-30, Triad Wealth Partners, LLC held 25,014.00 shares of Vanguard S&P 500 ETF(VOO), totaling $14.21 Mil. This investment constitutes 2.87% of their stock portfolio, and Triad Wealth Partners, LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2024Q1. And since then Triad Wealth Partners, LLC has made 3 purchases of VOO, at an average price of $470.27, for a total of 37,393.00 shares. In addition, there have been 2 sales at an average price of $531.10 for 12,379.00 shares. Based on historical transaction data and VOO's current price of $583.26, Triad Wealth Partners, LLC's estimated gain on his VOO holdings is $3.58 Mil, reflecting a 20.35% gain to date.
Triad Wealth Partners, LLC VOO ($583.26) Holding Chart
Triad Wealth Partners, 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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