Appleton Partners Inc Vanguard Index Fds S&P 500 ETF Transaction History

Appleton Partners Inc

  • $1.35 Billion
  • Q4 2024

A detailed history of Appleton Partners Inc transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Appleton Partners Inc holds 914 shares of VOO stock, worth $442,284. This represents 0.04% of its overall portfolio holdings.

Number of Shares
914
Previous 860 6.28%
Holding current value
$442,284
Previous $454,000 8.59%
% of portfolio
0.04%
Previous 0.03%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025
BUY
$521.84 - $558.82 $28,179 - $30,176
54 Added 6.28%
914 $493,000
Q3 2024

Oct 01, 2024
SELL
$475.2 - $527.7 $14,731 - $16,358
-31 Reduced 3.48%
860 $454,000
Q1 2024

Apr 01, 2024
BUY
$429.43 - $481.35 $20,612 - $23,104
48 Added 5.69%
891 $428,000
Q4 2023

Jan 02, 2024
SELL
$377.32 - $438.19 $76,595 - $88,952
-203 Reduced 19.41%
843 $368,000
Q3 2023

Oct 03, 2023
BUY
$392.7 - $420.68 $184,176 - $197,298
469 Added 81.28%
1,046 $411,000
Q2 2023

Jul 10, 2023
SELL
$371.44 - $407.28 $4,085 - $4,480
-11 Reduced 1.87%
577 $235,000
Q1 2023

Apr 10, 2023
BUY
$348.66 - $382.94 $3,835 - $4,212
11 Added 1.91%
588 $221,000
Q4 2022

Jan 19, 2023
BUY
$327.64 - $374.54 $189,048 - $216,109
577 New
577 $203,000
Q2 2022

Jul 08, 2022
SELL
$337.07 - $419.85 $189,770 - $236,375
-563 Closed
0 $0
Q1 2022

Apr 05, 2022
BUY
$382.7 - $439.25 $20,665 - $23,719
54 Added 10.61%
563 $234,000
Q4 2021

Feb 03, 2022
SELL
$394.21 - $439.01 $72,928 - $81,216
-185 Reduced 26.66%
509 $222,000
Q3 2021

Oct 14, 2021
SELL
$390.68 - $416.73 $65,634 - $70,010
-168 Reduced 19.49%
694 $274,000
Q2 2021

Jul 07, 2021
SELL
$368.16 - $394.32 $28,348 - $30,362
-77 Reduced 8.2%
862 $339,000
Q1 2021

Apr 19, 2021
SELL
$339.03 - $365.24 $678 - $730
-2 Reduced 0.21%
939 $342,000
Q4 2020

Jan 19, 2021
SELL
$299.82 - $343.69 $25,484 - $29,213
-85 Reduced 8.28%
941 $323,000
Q3 2020

Oct 14, 2020
BUY
$285.37 - $328.74 $42,520 - $48,982
149 Added 16.99%
1,026 $316,000
Q1 2020

May 04, 2020
SELL
$204.27 - $310.92 $37,789 - $57,520
-185 Reduced 17.42%
877 $208,000
Q4 2019

Jan 13, 2020
BUY
$264.57 - $296.67 $280,973 - $315,063
1,062 New
1,062 $314,000
Q1 2018

Apr 11, 2018
SELL
$236.79 - $263.36 $221,872 - $246,768
-937 Closed
0 $0
Q3 2017

Oct 12, 2017
BUY
$228.78 - $230.76 $214,366 - $216,222
937
937 $216,000

Others Institutions Holding VOO

# of Institutions
3,561
Shares Held
477M
Call Options Held
2.36M
Put Options Held
2.13M
View Full List

About VANGUARD INDEX FDS S&P 500 ETF

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