Fidato Wealth LLC VO Holdings History
Fidato Wealth LLC's Vanguard Mid-Cap ETF Holding Summary
As of 2025-03-31, Fidato Wealth LLC held 125,172.00 shares of Vanguard Mid-Cap ETF(VO), totaling $32.37 Mil. This investment constitutes 24.77% of their stock portfolio, and Fidato Wealth LLC now holds 0.04% of the outstanding Vanguard Mid-Cap ETF(VO) stock.
The initial trade took place in 2021Q4. And since then Fidato Wealth LLC has made 8 purchases of VO, at an average price of $244.47, for a total of 126,035.00 shares. In addition, there have been 2 sales at an average price of $219.13 for 863.00 shares. Based on historical transaction data and VO's current price of $287.85, Fidato Wealth LLC's estimated gain on his VO holdings is $5.41 Mil, reflecting a 17.55% gain to date.
Fidato Wealth LLC VO ($287.85) Holding Chart
Fidato Wealth LLC VO ($287.85) 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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