Berry Wealth Group, LP Vanguard Index Fds S&P 500 ETF Transaction History

Berry Wealth Group, LP

$30.6 Billion
Q3 2025

A detailed history of Berry Wealth Group, LP transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Berry Wealth Group, LP holds 794 shares of VOO stock, worth $498,560. This represents 1.59% of its overall portfolio holdings.

Number of Shares

794

Previous 805 1.37%

Holding current value

$498,560

Previous $457 Million 6.34%

% of portfolio

1.59%

Previous 0.32%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	SELL	$567.77 - $614.76 $6,245 - $6,762	-11 Reduced 1.37%	794 $486 Million
Q2 2025 Aug 13, 2025	SELL	$456.74 - $568.03 $6,851 - $8,520	-15 Reduced 1.83%	805 $457 Million
Q1 2025 Apr 23, 2025	SELL	$507.05 - $563.67 $3.32 Million - $3.69 Million	-6,544 Reduced 88.86%	820 $421 Million
Q4 2024 Jan 24, 2025	SELL	$521.84 - $558.82 $183,687 - $196,704	-352 Reduced 4.56%	7,364 $3.97 Billion
Q3 2024 Oct 21, 2024	BUY	$475.2 - $527.7 $64,627 - $71,767	136 Added 1.79%	7,716 $4.07 Billion
Q2 2024 Jul 31, 2024	BUY	$455.1 - $504.28 $3.45 Million - $3.82 Million	7,580 New	7,580 $3.79 Billion

Others Institutions Holding VOO

# of Institutions

3,843

Shares Held

535M

Call Options Held

2.77M

Put Options Held

3.18M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

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Berry Wealth Group, LP Vanguard Index Fds S&P 500 ETF Transaction History