WEBSTERROGERS FINANCIAL ADVISORS, LLC VOO Holdings History
WEBSTERROGERS FINANCIAL ADVISORS, LLC's Vanguard S&P 500 ETF Holding Summary
As of 2025-06-30, WEBSTERROGERS FINANCIAL ADVISORS, LLC held 18,138.00 shares of Vanguard S&P 500 ETF(VOO), totaling $10.30 Mil. This investment constitutes 3.28% of their stock portfolio, and WEBSTERROGERS FINANCIAL ADVISORS, LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2020Q4. And since then WEBSTERROGERS FINANCIAL ADVISORS, LLC has made 6 purchases of VOO, at an average price of $333.20, for a total of 192,906.00 shares. In addition, there have been 12 sales at an average price of $401.88 for 174,768.00 shares. Based on historical transaction data and VOO's current price of $576.92, WEBSTERROGERS FINANCIAL ADVISORS, LLC's estimated gain on his VOO holdings is $16.42 Mil, reflecting a 25.55% gain to date.
WEBSTERROGERS FINANCIAL ADVISORS, LLC VOO ($576.92) Holding Chart
WEBSTERROGERS FINANCIAL ADVISORS, 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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