Palo Alto Wealth Advisors, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Palo Alto Wealth Advisors, LLC

$145 Billion
Q2 2024

A detailed history of Palo Alto Wealth Advisors, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Palo Alto Wealth Advisors, LLC holds 593 shares of VOO stock, worth $311,289. This represents 0.21% of its overall portfolio holdings.

Number of Shares

593

Previous 704 15.77%

Holding current value

$311,289

Previous $338 Million 12.11%

% of portfolio

0.21%

Previous 0.24%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	SELL	$455.1 - $504.28 $50,516 - $55,975	-111 Reduced 15.77%	593 $297 Million
Q1 2024 Apr 30, 2024	BUY	$429.43 - $481.35 $52,819 - $59,206	123 Added 21.17%	704 $338 Million
Q4 2023 Feb 05, 2024	SELL	$377.32 - $438.19 $17,356 - $20,156	-46 Reduced 7.34%	581 $254 Million
Q4 2022 Feb 07, 2023	BUY	$327.64 - $374.54 $205,430 - $234,836	627 New	627 $220 Million

Others Institutions Holding VOO

# of Institutions

3,067

Shares Held

383M

Call Options Held

1.17M

Put Options Held

1.02M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

More about VOO

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Palo Alto Wealth Advisors, LLC Vanguard Index Fds S&P 500 ETF Transaction History