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 $231,032. This represents 0.13% of its overall portfolio holdings.

Number of Shares

422

Previous 613 31.16%

Holding current value

$231,032

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

3,148

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

More about VOO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Archvest Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Archvest Wealth Advisors, Inc. with notifications on news.

Account

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