Number of Shares
19,384.00
Current Holdings Value*
$9.96 Mil
% of Portfolio
10.91%
Total Estimate Gain
$680,367.04
% of Total Estimate Gain
6.48%

VERUS WEALTH MANAGEMENT, LLC's Vanguard S&P 500 ETF Holding Summary

As of 2025-03-31, VERUS WEALTH MANAGEMENT, LLC held 19,384.00 shares of Vanguard S&P 500 ETF(VOO), totaling $9.96 Mil. This investment constitutes 10.91% of their stock portfolio, and VERUS 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 VERUS WEALTH MANAGEMENT, LLC has made 1 purchases of VOO, at an average price of $541.82, for a total of 19,384.00 shares. Based on historical transaction data and VOO's current price of $576.92, VERUS WEALTH MANAGEMENT, LLC's estimated gain on his VOO holdings is $680,367.04, reflecting a 6.48% gain to date.

VERUS WEALTH MANAGEMENT, LLC VOO ($576.92) Holding Chart

VERUS 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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