A detailed history of Adell Harriman & Carpenter Inc transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Adell Harriman & Carpenter Inc holds 1,940 shares of VOO stock, worth $1.14 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
1,940
Previous 1,293 50.04%
Holding current value
$1.14 Million
Previous $665 Million 65.77%
% of portfolio
0.07%
Previous 0.05%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 04, 2025

BUY
$456.74 - $568.03 $295,510 - $367,515
647 Added 50.04%
1,940 $1.1 Billion
Q1 2025

Apr 29, 2025

BUY
$507.05 - $563.67 $53,240 - $59,185
105 Added 8.84%
1,293 $665 Million
Q4 2024

Jan 30, 2025

BUY
$521.84 - $558.82 $260,920 - $279,410
500 Added 72.67%
1,188 $640 Million
Q3 2024

Oct 25, 2024

SELL
$475.2 - $527.7 $5,702 - $6,332
-12 Reduced 1.71%
688 $363 Million
Q2 2024

Aug 01, 2024

BUY
$455.1 - $504.28 $81,918 - $90,770
180 Added 34.62%
700 $350 Million
Q4 2023

Feb 05, 2024

BUY
$377.32 - $438.19 $196,206 - $227,858
520 New
520 $227 Million

Others Institutions Holding VOO

About VANGUARD INDEX FDS S&P 500 ETF


  • Ticker VOO
  • Sector ETFs
  • Industry ETFs
More about VOO
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