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

Arcadia Wealth Management, LLC

$190 Billion
Q3 2024

A detailed history of Arcadia Wealth Management, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Arcadia Wealth Management, LLC holds 5,620 shares of VOO stock, worth $3.09 Million. This represents 1.56% of its overall portfolio holdings.

Number of Shares

5,620

Previous 5,402 4.04%

Holding current value

$3.09 Million

Previous $2.7 Billion 9.76%

% of portfolio

1.56%

Previous 1.54%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 07, 2024	BUY	$475.2 - $527.7 $103,593 - $115,038	218 Added 4.04%	5,620 $2.97 Billion
Q2 2024 Jul 26, 2024	SELL	$455.1 - $504.28 $137,895 - $152,796	-303 Reduced 5.31%	5,402 $2.7 Billion
Q1 2024 May 08, 2024	SELL	$429.43 - $481.35 $110,792 - $124,188	-258 Reduced 4.33%	5,705 $2.7 Billion
Q4 2023 Jan 23, 2024	SELL	$377.32 - $438.19 $833,499 - $967,961	-2,209 Reduced 27.03%	5,963 $2.6 Billion
Q3 2023 Nov 14, 2023	SELL	$392.7 - $420.68 $1.52 Million - $1.62 Million	-3,859 Reduced 32.08%	8,172 $3.21 Billion
Q2 2023 Aug 14, 2023	SELL	$371.44 - $407.28 $14.4 Million - $15.8 Million	-38,890 Reduced 76.37%	12,031 $4.9 Billion
Q1 2023 Apr 20, 2023	SELL	$348.66 - $382.94 $287,644 - $315,925	-825 Reduced 1.59%	50,921 $19.2 Billion
Q4 2022 Feb 07, 2023	BUY	$327.64 - $374.54 $17 Million - $19.4 Million	51,746 New	51,746 $18.2 Billion

Others Institutions Holding VOO

# of Institutions

3,150

Shares Held

395M

Call Options Held

2.09M

Put Options Held

2.68M

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

News

Stay updated on Arcadia Wealth Management, LLC with notifications on news.

Account

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