Fermata Advisors, LLC VOO Holdings History
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 $584.40, Fermata Advisors, LLC's estimated gain on his VOO holdings is $3.60 Mil, reflecting a 22.64% gain to date.
Fermata Advisors, LLC VOO ($584.40) Holding Chart
Fermata Advisors, LLC VOO ($584.40) 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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