Wiser Wealth Management, Inc VOO Holdings History
Wiser Wealth Management, Inc's Vanguard S&P 500 ETF Holding Summary
As of 2025-03-31, Wiser Wealth Management, Inc held 220,752.00 shares of Vanguard S&P 500 ETF(VOO), totaling $113.45 Mil. This investment constitutes 31.83% of their stock portfolio, and Wiser Wealth Management, Inc now holds 0.02% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2022Q2. And since then Wiser Wealth Management, Inc has made 11 purchases of VOO, at an average price of $386.60, for a total of 222,806.00 shares. In addition, there have been 1 sales at an average price of $516.09 for 2,054.00 shares. Based on historical transaction data and VOO's current price of $570.61, Wiser Wealth Management, Inc's estimated gain on his VOO holdings is $40.89 Mil, reflecting a 47.47% gain to date.
Wiser Wealth Management, Inc VOO ($570.61) Holding Chart
Wiser Wealth Management, Inc VOO ($570.61) 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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