Fidato Wealth LLC Vanguard Index Fds S&P 500 ETF Transaction History

Fidato Wealth LLC

$131 Million
Q1 2025

A detailed history of Fidato Wealth LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Fidato Wealth LLC holds 114,832 shares of VOO stock, worth $67 Million. This represents 45.16% of its overall portfolio holdings.

Number of Shares

114,832

Previous 112,249 2.3%

Holding current value

$67 Million

Previous $60.5 Million 2.43%

% of portfolio

45.16%

Previous 44.44%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	BUY	$507.05 - $563.67 $1.31 Million - $1.46 Million	2,583 Added 2.3%	114,832 $59 Million
Q4 2024 Feb 14, 2025	BUY	$521.84 - $558.82 $251,005 - $268,792	481 Added 0.43%	112,249 $60.5 Million
Q3 2024 Nov 05, 2024	BUY	$475.2 - $527.7 $325,036 - $360,946	684 Added 0.62%	111,768 $59 Million
Q2 2024 Aug 13, 2024	SELL	$455.1 - $504.28 $267,143 - $296,012	-587 Reduced 0.53%	111,084 $55.6 Million
Q1 2024 Apr 18, 2024	SELL	$429.43 - $481.35 $1.09 Million - $1.22 Million	-2,543 Reduced 2.23%	111,671 $53.7 Million
Q4 2023 Jan 09, 2024	BUY	$377.32 - $438.19 $43.1 Million - $50 Million	114,214 New	114,214 $49.9 Million

Others Institutions Holding VOO

# of Institutions

3,689

Shares Held

530M

Call Options Held

2.14M

Put Options Held

2.72M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

More about VOO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Fidato Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fidato Wealth LLC with notifications on news.

Account

Fidato Wealth LLC Vanguard Index Fds S&P 500 ETF Transaction History