Tumwater Wealth Management, LLC VOO Holdings History
Tumwater Wealth Management, LLC's Vanguard S&P 500 ETF Holding Summary
As of 2025-03-31, Tumwater Wealth Management, LLC held 4,062.00 shares of Vanguard S&P 500 ETF(VOO), totaling $2.09 Mil. This investment constitutes 1.09% of their stock portfolio, and Tumwater Wealth Management, LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $540.58 for 129.00 shares. Based on historical transaction data and VOO's current price of $576.92, Tumwater Wealth Management, LLC's estimated gain on his VOO holdings is $141,913.32, reflecting a 6.25% gain to date.
Tumwater Wealth Management, LLC VOO ($576.92) Holding Chart
Tumwater Wealth Management, 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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