Wallace Advisory Group, LLC VOO Holdings History
Wallace Advisory Group, LLC's Vanguard S&P 500 ETF Holding Summary
As of 2025-03-31, Wallace Advisory Group, LLC held 1,565.00 shares of Vanguard S&P 500 ETF(VOO), totaling $843,440.00. This investment constitutes 0.58% of their stock portfolio, and Wallace Advisory Group, LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2025Q1. And since then Wallace Advisory Group, LLC has made 1 purchases of VOO, at an average price of $540.58, for a total of 1,565.00 shares. Based on historical transaction data and VOO's current price of $570.70, Wallace Advisory Group, LLC's estimated gain on his VOO holdings is $47,129.97, reflecting a 5.57% gain to date.
Wallace Advisory Group, LLC VOO ($570.70) Holding Chart
Wallace Advisory Group, LLC VOO ($570.70) 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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