Number of Shares
156,068.00
Current Holdings Value*
$88.65 Mil
% of Portfolio
29.21%
Total Estimate Gain
$26.79 Mil
% of Total Estimate Gain
41.96%

Warren Street Wealth Advisors, LLC's Vanguard S&P 500 ETF Holding Summary

As of 2025-06-30, Warren Street Wealth Advisors, LLC held 156,068.00 shares of Vanguard S&P 500 ETF(VOO), totaling $88.65 Mil. This investment constitutes 29.21% of their stock portfolio, and Warren Street Wealth Advisors, LLC now holds 0.01% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2022Q1. And since then Warren Street Wealth Advisors, LLC has made 12 purchases of VOO, at an average price of $405.30, for a total of 157,516.00 shares. In addition, there have been 1 sales at an average price of $409.44 for 1,448.00 shares. Based on historical transaction data and VOO's current price of $576.92, Warren Street Wealth Advisors, LLC's estimated gain on his VOO holdings is $26.79 Mil, reflecting a 41.96% gain to date.

Warren Street Wealth Advisors, LLC VOO ($576.92) Holding Chart

Warren Street Wealth 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 %

Top Ranked Articles

  • 1