Ascent Wealth Partners, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Ascent Wealth Partners, LLC

$736 Million
Q4 2024

A detailed history of Ascent Wealth Partners, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Ascent Wealth Partners, LLC holds 4,158 shares of VOO stock, worth $2.33 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares

4,158

Previous 4,329 3.95%

Holding current value

$2.33 Million

Previous $2.28 Million 1.93%

% of portfolio

0.3%

Previous 0.32%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	SELL	$521.84 - $558.82 $89,234 - $95,558	-171 Reduced 3.95%	4,158 $2.24 Million
Q3 2024 Oct 31, 2024	SELL	$475.2 - $527.7 $238,075 - $264,377	-501 Reduced 10.37%	4,329 $2.28 Million
Q2 2024 Jul 31, 2024	BUY	$455.1 - $504.28 $474,214 - $525,459	1,042 Added 27.51%	4,830 $2.42 Million
Q1 2024 May 01, 2024	BUY	$429.43 - $481.35 $1.63 Million - $1.82 Million	3,788 New	3,788 $1.82 Million

Others Institutions Holding VOO

# of Institutions

3,502

Shares Held

476M

Call Options Held

2.36M

Put Options Held

2.13M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

More about VOO

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Ascent Wealth Partners, LLC Vanguard Index Fds S&P 500 ETF Transaction History