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

Certus Wealth Management, LLC

$142 Million
Q3 2024

A detailed history of Certus Wealth Management, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Certus Wealth Management, LLC holds 39,863 shares of VOO stock, worth $21.7 Million. This represents 14.83% of its overall portfolio holdings.

Number of Shares

39,863

Previous 28,414 40.29%

Holding current value

$21.7 Million

Previous $14.2 Million 48.02%

% of portfolio

14.83%

Previous 10.96%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$475.2 - $527.7 $5.44 Million - $6.04 Million	11,449 Added 40.29%	39,863 $21 Million
Q2 2024 Aug 02, 2024	SELL	$455.1 - $504.28 $8.26 Million - $9.15 Million	-18,150 Reduced 38.98%	28,414 $14.2 Million
Q1 2024 May 06, 2024	SELL	$429.43 - $481.35 $502,862 - $563,660	-1,171 Reduced 2.45%	46,564 $22.4 Million
Q4 2023 Feb 09, 2024	BUY	$377.32 - $438.19 $2.04 Million - $2.37 Million	5,401 Added 12.76%	47,735 $20.9 Million
Q3 2023 Nov 02, 2023	BUY	$392.7 - $420.68 $2.48 Million - $2.66 Million	6,318 Added 17.54%	42,334 $16.6 Million
Q2 2023 Aug 10, 2023	BUY	$371.44 - $407.28 $13.4 Million - $14.7 Million	36,016 New	36,016 $14.7 Billion

Others Institutions Holding VOO

# of Institutions

3,155

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

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