Fiduciary Wealth Partners, LLC VOO Holdings History
Fiduciary Wealth Partners, LLC's Vanguard S&P 500 ETF Holding Summary
As of 2025-03-31, Fiduciary Wealth Partners, LLC held 74,373.00 shares of Vanguard S&P 500 ETF(VOO), totaling $38.22 Mil. This investment constitutes 33.03% of their stock portfolio, and Fiduciary Wealth Partners, LLC now holds 0.01% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2025Q1. In addition, there have been 1 sales at an average price of $- for - shares. Based on historical transaction data and VOO's current price of $584.16, Fiduciary Wealth Partners, LLC's estimated gain on his VOO holdings is $3.24 Mil, reflecting a 8.06% gain to date.
Fiduciary Wealth Partners, LLC VOO ($584.16) Holding Chart
Fiduciary Wealth Partners, LLC VOO ($584.16) 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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