Archvest Wealth Advisors, Inc. Vanguard Index Fds S&P 500 ETF Transaction History

Archvest Wealth Advisors, Inc.

$166 Million
Q3 2024

A detailed history of Archvest Wealth Advisors, Inc. transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Archvest Wealth Advisors, Inc. holds 422 shares of VOO stock, worth $233,290. This represents 0.13% of its overall portfolio holdings.

Number of Shares

422

Previous 613 31.16%

Holding current value

$233,290

Previous $306,000 27.45%

% of portfolio

0.13%

Previous 0.2%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	SELL	$475.2 - $527.7 $90,763 - $100,790	-191 Reduced 31.16%	422 $222,000
Q2 2024 Aug 12, 2024	BUY	$455.1 - $504.28 $278,976 - $309,123	613 New	613 $306,000
Q3 2023 Nov 07, 2023	BUY	$392.7 - $420.68 $23,954 - $25,661	61 Added 6.7%	972 $381,000
Q1 2023 May 02, 2023	SELL	$348.66 - $382.94 $1.72 Million - $1.89 Million	-4,939 Reduced 84.43%	911 $342,000
Q4 2022 Feb 03, 2023	BUY	$327.64 - $374.54 $1.47 Million - $1.68 Million	4,478 Added 326.38%	5,850 $2.06 Million
Q3 2022 Nov 09, 2022	SELL	$328.3 - $395.04 $35,784 - $43,059	-109 Reduced 7.36%	1,372 $450,000
Q1 2022 May 03, 2022	BUY	$382.7 - $439.25 $65,824 - $75,551	172 Added 13.14%	1,481 $615,000
Q4 2021 Feb 14, 2022	BUY	$394.21 - $439.01 $516,020 - $574,664	1,309 New	1,309 $571,000

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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Archvest Wealth Advisors, Inc. Vanguard Index Fds S&P 500 ETF Transaction History