Fidato Wealth LLC VOO Holdings History

Number of Shares
114,832.00
Current Holdings Value*
$59.01 Mil
% of Portfolio
45.16%
Total Estimate Gain
$19.05 Mil
% of Total Estimate Gain
39.07%

Fidato Wealth LLC's Vanguard S&P 500 ETF Holding Summary

As of 2025-03-31, Fidato Wealth LLC held 114,832.00 shares of Vanguard S&P 500 ETF(VOO), totaling $59.01 Mil. This investment constitutes 45.16% of their stock portfolio, and Fidato Wealth LLC now holds 0.01% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2023Q4. And since then Fidato Wealth LLC has made 4 purchases of VOO, at an average price of $413.39, for a total of 117,962.00 shares. In addition, there have been 2 sales at an average price of $462.09 for 3,130.00 shares. Based on historical transaction data and VOO's current price of $577.95, Fidato Wealth LLC's estimated gain on his VOO holdings is $19.05 Mil, reflecting a 39.07% gain to date.

Fidato Wealth LLC VOO ($577.95) Holding Chart

Fidato Wealth 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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