Fortis Group Advisors, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Fortis Group Advisors, LLC

$537 Billion
Q4 2024

A detailed history of Fortis Group Advisors, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Fortis Group Advisors, LLC holds 900 shares of VOO stock, worth $477,405. This represents 0.09% of its overall portfolio holdings.

Number of Shares

900

Previous 978 7.98%

Holding current value

$477,405

Previous $516 Million 6.08%

% of portfolio

0.09%

Previous 0.1%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	SELL	$521.84 - $558.82 $40,703 - $43,587	-78 Reduced 7.98%	900 $485 Million
Q3 2024 Oct 21, 2024	SELL	$475.2 - $527.7 $3,801 - $4,221	-8 Reduced 0.81%	978 $516 Million
Q2 2024 Jul 30, 2024	BUY	$455.1 - $504.28 $348,151 - $385,774	765 Added 346.15%	986 $493 Million
Q1 2024 Apr 30, 2024	SELL	$429.43 - $481.35 $94,904 - $106,378	-221 Reduced 50.0%	221 $106 Million
Q4 2023 Mar 04, 2024	BUY	$377.32 - $438.19 $83,387 - $96,839	221 Added 100.0%	442 $193 Million
Q3 2023 Dec 01, 2023	BUY	$392.7 - $420.68 $86,786 - $92,970	221 New	221 $86.8 Million
Q1 2023 May 26, 2023	SELL	$348.66 - $382.94 $313,794 - $344,646	-900 Closed	0 $0
Q3 2020 Nov 17, 2020	BUY	$285.37 - $328.74 $256,833 - $295,866	900 New	900 $276,000

Others Institutions Holding VOO

# of Institutions

3,523

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
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Fortis Group Advisors, LLC Vanguard Index Fds S&P 500 ETF Transaction History