Fiduciary Group, LLC VOO Holdings History

Number of Shares
78,458.00
Current Holdings Value*
$40.32 Mil
% of Portfolio
4.04%
Total Estimate Gain
$25.62 Mil
% of Total Estimate Gain
107.49%

Fiduciary Group, LLC's Vanguard S&P 500 ETF Holding Summary

As of 2025-03-31, Fiduciary Group, LLC held 78,458.00 shares of Vanguard S&P 500 ETF(VOO), totaling $40.32 Mil. This investment constitutes 4.04% of their stock portfolio, and Fiduciary Group, LLC now holds 0.01% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2018Q2. And since then Fiduciary Group, LLC has made 13 purchases of VOO, at an average price of $271.17, for a total of 87,898.00 shares. In addition, there have been 15 sales at an average price of $391.37 for 9,440.00 shares. Based on historical transaction data and VOO's current price of $583.26, Fiduciary Group, LLC's estimated gain on his VOO holdings is $25.62 Mil, reflecting a 107.49% gain to date.

Fiduciary Group, LLC VOO ($583.26) Holding Chart

Fiduciary Group, LLC VOO ($583.26) 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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