Wealth Group Ltd VOO Holdings History
Wealth Group Ltd's Vanguard S&P 500 ETF Holding Summary
As of 2025-03-31, Wealth Group Ltd held 47,690.00 shares of Vanguard S&P 500 ETF(VOO), totaling $24.51 Mil. This investment constitutes 7.18% of their stock portfolio, and Wealth Group Ltd now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2023Q4. And since then Wealth Group Ltd has made 2 purchases of VOO, at an average price of $417.93, for a total of 48,624.00 shares. In addition, there have been 2 sales at an average price of $501.10 for 934.00 shares. Based on historical transaction data and VOO's current price of $573.22, Wealth Group Ltd's estimated gain on his VOO holdings is $7.48 Mil, reflecting a 36.83% gain to date.
Wealth Group Ltd VOO ($573.22) Holding Chart
Wealth Group Ltd VOO ($573.22) 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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