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

Advocacy Wealth Management Services, LLC

$1.07 Billion
Q1 2024

A detailed history of Advocacy Wealth Management Services, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Advocacy Wealth Management Services, LLC holds 11,496 shares of VOO stock, worth $5.59 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares

11,496

Previous 231,426 95.03%

Holding current value

$5.59 Million

Previous $101 Million 94.53%

% of portfolio

0.52%

Previous 9.65%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 15, 2024	SELL	$429.43 - $481.35 $94.4 Million - $106 Million	-219,930 Reduced 95.03%	11,496 $5.53 Million
Q4 2023 Jan 23, 2024	BUY	$377.32 - $438.19 $72.6 Million - $84.3 Million	192,332 Added 491.97%	231,426 $101 Million
Q3 2023 Oct 26, 2023	SELL	$392.7 - $420.68 $581,981 - $623,447	-1,482 Reduced 3.65%	39,094 $15.4 Million
Q2 2023 Jul 20, 2023	SELL	$371.44 - $407.28 $108,089 - $118,518	-291 Reduced 0.71%	40,576 $16.5 Million
Q1 2023 Apr 14, 2023	SELL	$348.66 - $382.94 $58.6 Million - $64.4 Million	-168,148 Reduced 80.45%	40,867 $15.4 Million

Q4 2022 Jan 27, 2023	SELL	$343.59 - $374.54 $13.7 Million - $14.9 Million	-39,835 Reduced 16.01%	209,015 $0
Q3 2022 Oct 06, 2022	BUY	$339.63 - $395.04 $4.61 Million - $5.36 Million	13,564 Added 5.76%	248,850 $86.3 Million
Q2 2022 Jul 06, 2022	BUY	$337.07 - $419.85 $18 Million - $22.4 Million	53,457 Added 29.4%	235,286 $81.6 Million
Q1 2022 Apr 04, 2022	SELL	$382.7 - $439.25 $2.81 Million - $3.22 Million	-7,335 Reduced 3.88%	181,829 $75.7 Million
Q4 2021 Jan 05, 2022	BUY	$394.21 - $439.01 $5.18 Million - $5.77 Million	13,146 Added 7.47%	189,164 $82.6 Million
Q3 2021 Oct 05, 2021	BUY	$390.68 - $416.73 $5.7 Million - $6.08 Million	14,582 Added 9.03%	176,018 $69.4 Million
Q2 2021 Jul 02, 2021	BUY	$368.16 - $394.32 $3.79 Million - $4.06 Million	10,295 Added 6.81%	161,436 $63.5 Million
Q1 2021 Apr 05, 2021	BUY	$339.03 - $365.24 $32.5 Million - $35 Million	95,869 Added 173.45%	151,141 $55.6 Million
Q4 2020 Jan 06, 2021	SELL	$299.82 - $343.69 $44,973 - $51,553	-150 Reduced 0.27%	55,272 $19 Million
Q3 2020 Oct 02, 2020	BUY	$285.37 - $328.74 $2.34 Million - $2.69 Million	8,188 Added 17.33%	55,422 $17.2 Million
Q2 2020 Jul 02, 2020	BUY	$226.15 - $297.17 $8.62 Million - $11.3 Million	38,099 Added 417.07%	47,234 $13.4 Million
Q1 2020 Apr 02, 2020	BUY	$204.27 - $310.92 $1.81 Million - $2.76 Million	8,881 Added 3496.46%	9,135 $2.07 Million
Q4 2019 Jan 06, 2020	BUY	$264.57 - $296.67 $67,200 - $75,354	254 New	254 $75,000

Others Institutions Holding VOO

# of Institutions

2,878

Shares Held

360M

Call Options Held

2.32M

Put Options Held

2.09M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

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