Fermata Advisors, LLC VOO Holdings History

Number of Shares
12,459.00
Current Holdings Value*
$7.08 Mil
% of Portfolio
1.89%
Total Estimate Gain
$3.52 Mil
% of Total Estimate Gain
22.14%

Fermata Advisors, LLC's Vanguard S&P 500 ETF Holding Summary

As of 2025-06-30, Fermata Advisors, LLC held 12,459.00 shares of Vanguard S&P 500 ETF(VOO), totaling $7.08 Mil. This investment constitutes 1.89% of their stock portfolio, and Fermata Advisors, LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2021Q1. And since then Fermata Advisors, LLC has made 5 purchases of VOO, at an average price of $376.10, for a total of 42,258.00 shares. In addition, there have been 12 sales at an average price of $409.77 for 29,799.00 shares. Based on historical transaction data and VOO's current price of $577.95, Fermata Advisors, LLC's estimated gain on his VOO holdings is $3.52 Mil, reflecting a 22.14% gain to date.

Fermata Advisors, LLC VOO ($577.95) Holding Chart

Fermata Advisors, 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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