Accel Wealth Management Vanguard Index Fds S&P 500 ETF Transaction History

Accel Wealth Management

$263 Million
Q3 2024

A detailed history of Accel Wealth Management transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Accel Wealth Management holds 4,759 shares of VOO stock, worth $2.59 Million. This represents 0.95% of its overall portfolio holdings.

Number of Shares

4,759

Previous 4,869 2.26%

Holding current value

$2.59 Million

Previous $2.44 Million 3.12%

% of portfolio

0.95%

Previous 1.0%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	SELL	$475.2 - $527.7 $52,272 - $58,047	-110 Reduced 2.26%	4,759 $2.51 Million
Q2 2024 Jul 12, 2024	SELL	$455.1 - $504.28 $33,677 - $37,316	-74 Reduced 1.5%	4,869 $2.44 Million
Q1 2024 Apr 19, 2024	BUY	$429.43 - $481.35 $592,613 - $664,263	1,380 Added 38.73%	4,943 $2.38 Million
Q4 2023 Jan 18, 2024	BUY	$377.32 - $438.19 $5,659 - $6,572	15 Added 0.42%	3,563 $1.56 Million
Q3 2023 Oct 19, 2023	BUY	$392.7 - $420.68 $317,301 - $339,909	808 Added 29.49%	3,548 $1.39 Million
Q2 2023 Jul 24, 2023	BUY	$371.44 - $407.28 $398,183 - $436,604	1,072 Added 64.27%	2,740 $1.12 Million
Q1 2023 Apr 20, 2023	SELL	$348.66 - $382.94 $98,670 - $108,372	-283 Reduced 14.51%	1,668 $627,000
Q4 2022 Jan 26, 2023	BUY	$327.64 - $374.54 $30,142 - $34,457	92 Added 4.95%	1,951 $0
Q2 2022 Aug 03, 2022	BUY	$337.07 - $419.85 $18,538 - $23,091	55 Added 3.05%	1,859 $658,000
Q1 2022 Apr 29, 2022	SELL	$382.7 - $439.25 $545,347 - $625,931	-1,425 Reduced 44.13%	1,804 $751,000
Q4 2021 Jan 18, 2022	BUY	$394.21 - $439.01 $250,717 - $279,210	636 Added 24.53%	3,229 $1.41 Million
Q3 2021 Nov 04, 2021	BUY	$390.68 - $416.73 $366,067 - $390,476	937 Added 56.58%	2,593 $1.02 Million
Q2 2021 Aug 03, 2021	BUY	$368.16 - $394.32 $22,825 - $24,447	62 Added 3.89%	1,656 $652,000
Q1 2021 May 10, 2021	BUY	$339.03 - $365.24 $97,301 - $104,823	287 Added 21.96%	1,594 $581,000
Q4 2020 Jan 27, 2021	BUY	$299.82 - $343.69 $391,864 - $449,202	1,307 New	1,307 $449,000

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

More about VOO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Accel Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Accel Wealth Management with notifications on news.

Account

Accel Wealth Management Vanguard Index Fds S&P 500 ETF Transaction History