Wiser Advisor Group LLC VOO Holdings History
Wiser Advisor Group LLC's Vanguard S&P 500 ETF Holding Summary
As of 2025-03-31, Wiser Advisor Group LLC held 9,325.00 shares of Vanguard S&P 500 ETF(VOO), totaling $4.79 Mil. This investment constitutes 7.08% of their stock portfolio, and Wiser Advisor Group LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2023Q4. And since then Wiser Advisor Group LLC has made 1 purchases of VOO, at an average price of $409.66, for a total of 10,497.00 shares. In addition, there have been 4 sales at an average price of $529.24 for 1,172.00 shares. Based on historical transaction data and VOO's current price of $570.59, Wiser Advisor Group LLC's estimated gain on his VOO holdings is $1.64 Mil, reflecting a 38.16% gain to date.
Wiser Advisor Group LLC VOO ($570.59) Holding Chart
Wiser Advisor Group LLC VOO ($570.59) 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
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
