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

Aprio Wealth Management, LLC

$577 Million
Q3 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 855 shares of VOO stock, worth $472,652. This represents 0.08% of its overall portfolio holdings.

Number of Shares

855

Previous 963 11.21%

Holding current value

$472,652

Previous $481,000 6.24%

% of portfolio

0.08%

Previous 0.09%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 07, 2024	SELL	$475.2 - $527.7 $51,321 - $56,991	-108 Reduced 11.21%	855 $451,000
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	$327.64 - $374.54 $81,910 - $93,635	250 Added 26.8%	1,183 $0
Q3 2022 Oct 13, 2022	BUY	$328.3 - $395.04 $306,303 - $368,572	933 New	933 $306,000

Others Institutions Holding VOO

# of Institutions

3,155

Shares Held

395M

Call Options Held

2.09M

Put Options Held

2.68M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

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