WorthPointe, LLC VOO Holdings History
WorthPointe, LLC's Vanguard S&P 500 ETF Holding Summary
As of 2025-03-31, WorthPointe, LLC held 24,866.00 shares of Vanguard S&P 500 ETF(VOO), totaling $12.78 Mil. This investment constitutes 5.72% of their stock portfolio, and WorthPointe, LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2024Q2. And since then WorthPointe, LLC has made 3 purchases of VOO, at an average price of $486.78, for a total of 26,148.00 shares. In addition, there have been 1 sales at an average price of $540.58 for 1,282.00 shares. Based on historical transaction data and VOO's current price of $577.95, WorthPointe, LLC's estimated gain on his VOO holdings is $2.34 Mil, reflecting a 18.35% gain to date.
WorthPointe, LLC VOO ($577.95) Holding Chart
WorthPointe, LLC VOO ($577.95) 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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