Advisory Research Inc Vanguard Index Fds S&P 500 ETF Transaction History

Advisory Research Inc

$548 Million
Q4 2024

A detailed history of Advisory Research Inc transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Advisory Research Inc holds 6,522 shares of VOO stock, worth $3.3 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares

6,522

Previous 6,443 1.23%

Holding current value

$3.3 Million

Previous $3.4 Million 3.38%

% of portfolio

0.64%

Previous 0.66%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$521.84 - $558.82 $41,225 - $44,146	79 Added 1.23%	6,522 $3.51 Million
Q2 2024 Aug 13, 2024	SELL	$455.1 - $504.28 $96,026 - $106,403	-211 Reduced 3.17%	6,443 $3.22 Million
Q3 2023 Nov 13, 2023	SELL	$392.7 - $420.68 $573,342 - $614,192	-1,460 Reduced 17.99%	6,654 $2.61 Million
Q2 2023 Aug 14, 2023	SELL	$371.44 - $407.28 $867,312 - $950,998	-2,335 Reduced 22.35%	8,114 $3.3 Million
Q3 2022 Nov 14, 2022	SELL	$328.3 - $395.04 $864,742 - $1.04 Million	-2,634 Reduced 20.13%	10,449 $3.43 Million
Q1 2021 May 12, 2021	SELL	$339.03 - $365.24 $4.44 Million - $4.78 Million	-13,083 Reduced 50.0%	13,083 $4.77 Million
Q4 2020 Feb 12, 2021	BUY	$299.82 - $343.69 $3.92 Million - $4.5 Million	13,083 Added 100.0%	26,166 $8.99 Million
Q3 2020 Nov 12, 2020	SELL	$285.37 - $328.74 $542,203 - $624,606	-1,900 Reduced 12.68%	13,083 $4.03 Million
Q2 2020 Aug 13, 2020	BUY	$226.15 - $297.17 $1.96 Million - $2.58 Million	8,668 Added 137.26%	14,983 $4.25 Million
Q1 2020 May 12, 2020	BUY	$204.27 - $310.92 $1.29 Million - $1.96 Million	6,315 New	6,315 $1.5 Million

Others Institutions Holding VOO

# of Institutions

3,560

Shares Held

477M

Call Options Held

2.36M

Put Options Held

2.13M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
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Advisory Research Inc Vanguard Index Fds S&P 500 ETF Transaction History