Sterling Group Wealth Management, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Sterling Group Wealth Management, LLC

$188 Million
Q3 2024

A detailed history of Sterling Group Wealth Management, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Sterling Group Wealth Management, LLC holds 6,814 shares of VOO stock, worth $3.75 Million. This represents 1.91% of its overall portfolio holdings.

Number of Shares

6,814

Previous 6,874 0.87%

Holding current value

$3.75 Million

Previous $3.44 Million 4.6%

% of portfolio

1.91%

Previous 1.98%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 07, 2024	SELL	$475.2 - $527.7 $28,512 - $31,662	-60 Reduced 0.87%	6,814 $3.6 Million
Q2 2024 Jul 15, 2024	BUY	$455.1 - $504.28 $2.08 Million - $2.3 Million	4,560 Added 197.06%	6,874 $3.44 Million
Q1 2024 Apr 15, 2024	SELL	$429.43 - $481.35 $6.13 Million - $6.87 Million	-14,282 Reduced 86.06%	2,314 $1.11 Billion
Q4 2023 Jan 12, 2024	BUY	$377.32 - $438.19 $156,210 - $181,410	414 Added 2.56%	16,596 $7.25 Billion
Q3 2023 Oct 11, 2023	BUY	$392.7 - $420.68 $488,518 - $523,325	1,244 Added 8.33%	16,182 $6.35 Billion
Q2 2023 Jul 06, 2023	SELL	$371.44 - $407.28 $74,659 - $81,863	-201 Reduced 1.33%	14,938 $6.08 Billion
Q1 2023 Apr 21, 2023	BUY	$348.66 - $382.94 $689,300 - $757,072	1,977 Added 15.02%	15,139 $5.69 Billion
Q4 2022 Feb 17, 2023	BUY	$327.64 - $374.54 $4.31 Million - $4.93 Million	13,162 New	13,162 $4.62 Billion

Others Institutions Holding VOO

# of Institutions

3,088

Shares Held

389M

Call Options Held

1.17M

Put Options Held

1.03M

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 Sterling Group Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sterling Group Wealth Management, LLC with notifications on news.

Account

Sterling Group Wealth Management, LLC Vanguard Index Fds S&P 500 ETF Transaction History