Alm First Financial Advisors, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Alm First Financial Advisors, LLC

$439 Million
Q1 2025

A detailed history of Alm First Financial Advisors, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Alm First Financial Advisors, LLC holds 274,615 shares of VOO stock, worth $140 Million. This represents 32.14% of its overall portfolio holdings.

Number of Shares

274,615

Previous 295,740 7.14%

Holding current value

$140 Million

Previous $159 Million 11.43%

% of portfolio

32.14%

Previous 36.63%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	SELL	$507.05 - $563.67 $10.7 Million - $11.9 Million	-21,125 Reduced 7.14%	274,615 $141 Million
Q3 2024 Oct 07, 2024	BUY	$475.2 - $527.7 $15.3 Million - $17 Million	32,256 Added 12.24%	295,740 $156 Million
Q2 2024 Sep 20, 2024	BUY	$455.1 - $504.28 $4.3 Million - $4.76 Million	9,440 Added 3.72%	263,484 $132 Million
Q1 2024 Sep 20, 2024	BUY	$429.43 - $481.35 $708,559 - $794,227	1,650 Added 0.65%	254,044 $122 Million
Q4 2023 Sep 20, 2024	SELL	$377.32 - $438.19 $12.1 Million - $14 Million	-32,001 Reduced 11.25%	252,394 $110 Million
Q3 2023 Sep 20, 2024	BUY	$392.7 - $420.68 $569,415 - $609,986	1,450 Added 0.51%	284,395 $112 Million
Q2 2023 Sep 20, 2024	BUY	$371.44 - $407.28 $4.91 Million - $5.38 Million	13,212 Added 4.9%	282,945 $115 Million
Q1 2023 Sep 20, 2024	BUY	$348.66 - $382.94 $4.76 Million - $5.22 Million	13,640 Added 5.33%	269,733 $101 Million
Q4 2022 Sep 20, 2024	BUY	$327.64 - $374.54 $83.9 Million - $95.9 Million	256,093 New	256,093 $83.6 Billion

Others Institutions Holding VOO

# of Institutions

3,574

Shares Held

465M

Call Options Held

2.36M

Put Options Held

2.12M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

More about VOO

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Alm First Financial Advisors, LLC Vanguard Index Fds S&P 500 ETF Transaction History