1776 Wealth LLC Vanguard Index Fds S&P 500 ETF Transaction History

1776 Wealth LLC

$226 Million
Q4 2024

A detailed history of 1776 Wealth LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, 1776 Wealth LLC holds 6,388 shares of VOO stock, worth $3.49 Million. This represents 1.52% of its overall portfolio holdings.

Number of Shares

6,388

Previous 6,170 3.53%

Holding current value

$3.49 Million

Previous $3.26 Million 5.71%

% of portfolio

1.52%

Previous 1.53%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	BUY	$521.84 - $558.82 $113,761 - $121,822	218 Added 3.53%	6,388 $3.44 Million
Q2 2024 Aug 13, 2024	SELL	$455.1 - $504.28 $2,275 - $2,521	-5 Reduced 0.08%	6,170 $3.09 Million
Q2 2023 Aug 02, 2023	SELL	$371.44 - $407.28 $13,743 - $15,069	-37 Reduced 0.6%	6,175 $2.51 Million
Q1 2023 May 09, 2023	BUY	$348.66 - $382.94 $1.77 Million - $1.95 Million	5,088 Added 452.67%	6,212 $2.34 Million
Q4 2022 Feb 15, 2023	BUY	$327.64 - $374.54 $110,087 - $125,845	336 Added 42.64%	1,124 $395,000
Q3 2022 Nov 10, 2022	BUY	$328.3 - $395.04 $41,037 - $49,380	125 Added 18.85%	788 $259,000
Q2 2022 Jul 29, 2022	BUY	$337.07 - $419.85 $223,477 - $278,360	663 New	663 $230,000

Others Institutions Holding VOO

# of Institutions

3,522

Shares Held

474M

Call Options Held

2.36M

Put Options Held

2.13M

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 1776 Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on 1776 Wealth LLC with notifications on news.

Account