WETZEL INVESTMENT ADVISORS, INC. VOO Holdings History
WETZEL INVESTMENT ADVISORS, INC.'s Vanguard S&P 500 ETF Holding Summary
As of 2025-06-30, WETZEL INVESTMENT ADVISORS, INC. held 24,974.00 shares of Vanguard S&P 500 ETF(VOO), totaling $14.23 Mil. This investment constitutes 6.51% of their stock portfolio, and WETZEL INVESTMENT ADVISORS, INC. now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2023Q4. And since then WETZEL INVESTMENT ADVISORS, INC. has made 5 purchases of VOO, at an average price of $427.15, for a total of 25,049.00 shares. In addition, there have been 1 sales at an average price of $481.20 for 75.00 shares. Based on historical transaction data and VOO's current price of $576.92, WETZEL INVESTMENT ADVISORS, INC.'s estimated gain on his VOO holdings is $3.74 Mil, reflecting a 34.99% gain to date.
WETZEL INVESTMENT ADVISORS, INC. VOO ($576.92) Holding Chart
WETZEL INVESTMENT ADVISORS, INC. 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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