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

Aprio Wealth Management, LLC

$514 Million
Q2 2024

A detailed history of Aprio Wealth Management, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Aprio Wealth Management, LLC holds 963 shares of VOO stock, worth $485,881. This represents 0.09% of its overall portfolio holdings.

Number of Shares

963

Previous 880 9.43%

Holding current value

$485,881

Previous $423,000 13.71%

% of portfolio

0.09%

Previous 0.09%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 10, 2024	BUY	$455.1 - $504.28 $37,773 - $41,855	83 Added 9.43%	963 $481,000
Q1 2024 Apr 10, 2024	SELL	$429.43 - $481.35 $362,438 - $406,259	-844 Reduced 48.96%	880 $423,000
Q4 2023 Jan 17, 2024	SELL	$377.32 - $438.19 $38,863 - $45,133	-103 Reduced 5.64%	1,724 $753,000
Q3 2023 Oct 10, 2023	BUY	$392.7 - $420.68 $89,928 - $96,335	229 Added 14.33%	1,827 $717,000
Q2 2023 Jul 13, 2023	BUY	$371.44 - $407.28 $187,948 - $206,083	506 Added 46.34%	1,598 $650,000

Q1 2023 Apr 14, 2023	SELL	$348.66 - $382.94 $31,728 - $34,847	-91 Reduced 7.69%	1,092 $410,000
Q4 2022 Jan 11, 2023	BUY	$343.59 - $374.54 $85,897 - $93,635	250 Added 26.8%	1,183 $0
Q3 2022 Oct 13, 2022	BUY	$339.63 - $395.04 $316,874 - $368,572	933 New	933 $306,000

Others Institutions Holding VOO

# of Institutions

2,900

Shares Held

361M

Call Options Held

2.32M

Put Options Held

2.05M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

More about VOO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Aprio Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aprio Wealth Management, LLC with notifications on news.

Account

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