Wescott Financial Advisory Group, LLC VOO Holdings History
Wescott Financial Advisory Group, LLC's Vanguard S&P 500 ETF Holding Summary
As of 2025-03-31, Wescott Financial Advisory Group, LLC held 294,132.00 shares of Vanguard S&P 500 ETF(VOO), totaling $151.16 Mil. This investment constitutes 15.67% of their stock portfolio, and Wescott Financial Advisory Group, LLC now holds 0.03% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2021Q1. And since then Wescott Financial Advisory Group, LLC has made 9 purchases of VOO, at an average price of $418.01, for a total of 300,639.00 shares. In addition, there have been 6 sales at an average price of $395.93 for 6,507.00 shares. Based on historical transaction data and VOO's current price of $573.22, Wescott Financial Advisory Group, LLC's estimated gain on his VOO holdings is $45.51 Mil, reflecting a 36.21% gain to date.
Wescott Financial Advisory Group, LLC VOO ($573.22) Holding Chart
Wescott Financial Advisory Group, LLC 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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