Fidato Wealth LLC VOO Holdings History
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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
