Waypoint Wealth Counsel VOO Holdings History
waypoint wealth counsel's Vanguard S&P 500 ETF Holding Summary
As of 2025-03-31, waypoint wealth counsel held 36,765.00 shares of Vanguard S&P 500 ETF(VOO), totaling $18.89 Mil. This investment constitutes 11.86% of their stock portfolio, and waypoint wealth counsel now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2022Q4. And since then waypoint wealth counsel has made 9 purchases of VOO, at an average price of $384.73, for a total of 38,117.00 shares. Based on historical transaction data and VOO's current price of $559.72, waypoint wealth counsel's estimated gain on his VOO holdings is $6.43 Mil, reflecting a 43.88% gain to date.
waypoint wealth counsel VOO ($559.72) Holding Chart
waypoint wealth counsel VOO ($559.72) 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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