Valued Retirements, Inc. VOO Holdings History
Number of Shares
7,431.00
Current Holdings Value*
$3.82 Mil
% of Portfolio
5.02%
Total Estimate Gain
$991,168.40
% of Total Estimate Gain
29.68%
Valued Retirements, Inc.'s Vanguard S&P 500 ETF Holding Summary
As of 2025-03-31, Valued Retirements, Inc. held 7,431.00 shares of Vanguard S&P 500 ETF(VOO), totaling $3.82 Mil. This investment constitutes 5.02% of their stock portfolio, and Valued Retirements, Inc. now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2023Q4. And since then Valued Retirements, Inc. has made 4 purchases of VOO, at an average price of $449.48, for a total of 7,431.00 shares. Based on historical transaction data and VOO's current price of $582.86, Valued Retirements, Inc.'s estimated gain on his VOO holdings is $991,168.40, reflecting a 29.68% gain to date.
Valued Retirements, Inc. VOO ($582.86) Holding Chart
Valued Retirements, Inc. VOO ($582.86) 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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