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

Sterling Group Wealth Management, LLC

$192 Million
Q4 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 6,486 shares of VOO stock, worth $3.64 Million. This represents 1.82% of its overall portfolio holdings.

Number of Shares

6,486

Previous 6,814 4.81%

Holding current value

$3.64 Million

Previous $3.6 Million 2.81%

% of portfolio

1.82%

Previous 1.91%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	SELL	$521.84 - $558.82 $171,163 - $183,292	-328 Reduced 4.81%	6,486 $3.49 Million
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

3,471

Shares Held

473M

Call Options Held

2.41M

Put Options Held

1.46M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

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