Avidian Wealth Solutions, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Avidian Wealth Solutions, LLC

$2.16 Billion
Q4 2024

A detailed history of Avidian Wealth Solutions, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 44,372 shares of VOO stock, worth $24.7 Million. This represents 1.11% of its overall portfolio holdings.

Number of Shares

44,372

Previous 44,461 0.2%

Holding current value

$24.7 Million

Previous $23.5 Million 1.91%

% of portfolio

1.11%

Previous 1.1%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	SELL	$521.84 - $558.82 $46,443 - $49,734	-89 Reduced 0.2%	44,372 $23.9 Million
Q3 2024 Oct 30, 2024	BUY	$475.2 - $527.7 $140,659 - $156,199	296 Added 0.67%	44,461 $23.5 Million
Q2 2024 Aug 06, 2024	BUY	$455.1 - $504.28 $9.65 Million - $10.7 Million	21,215 Added 92.44%	44,165 $22.1 Million
Q1 2024 May 03, 2024	SELL	$429.43 - $481.35 $27,912 - $31,287	-65 Reduced 0.28%	22,950 $11 Million
Q4 2023 Feb 06, 2024	BUY	$377.32 - $438.19 $1.06 Million - $1.24 Million	2,822 Added 13.98%	23,015 $10.1 Million
Q3 2023 Oct 13, 2023	SELL	$392.7 - $420.68 $523,861 - $561,187	-1,334 Reduced 6.2%	20,193 $7.93 Million
Q2 2023 Aug 03, 2023	BUY	$371.44 - $407.28 $4.42 Million - $4.84 Million	11,893 Added 123.45%	21,527 $8.77 Million
Q1 2023 May 08, 2023	SELL	$348.66 - $382.94 $418,740 - $459,910	-1,201 Reduced 11.08%	9,634 $3.62 Million
Q4 2022 Feb 06, 2023	BUY	$327.64 - $374.54 $1.21 Million - $1.38 Million	3,693 Added 51.71%	10,835 $3.81 Million
Q3 2022 Nov 03, 2022	SELL	$328.3 - $395.04 $550,887 - $662,877	-1,678 Reduced 19.02%	7,142 $2.35 Million
Q2 2022 Jul 29, 2022	SELL	$337.07 - $419.85 $6.83 Million - $8.5 Million	-20,250 Reduced 69.66%	8,820 $3.06 Million
Q1 2022 May 10, 2022	SELL	$382.7 - $439.25 $716,414 - $822,276	-1,872 Reduced 6.05%	29,070 $12.1 Million
Q4 2021 Feb 14, 2022	SELL	$394.21 - $439.01 $111,561 - $124,239	-283 Reduced 0.91%	30,942 $13.5 Million
Q3 2021 Nov 10, 2021	BUY	$390.68 - $416.73 $232,063 - $247,537	594 Added 1.94%	31,225 $12.3 Million
Q2 2021 Aug 09, 2021	SELL	$368.16 - $394.32 $22,457 - $24,053	-61 Reduced 0.2%	30,631 $12.1 Million
Q1 2021 May 05, 2021	BUY	$339.03 - $365.24 $182,737 - $196,864	539 Added 1.79%	30,692 $11.2 Million
Q4 2020 Feb 09, 2021	BUY	$299.82 - $343.69 $3.56 Million - $4.08 Million	11,876 Added 64.98%	30,153 $10.4 Million
Q3 2020 Feb 03, 2021	BUY	$285.37 - $328.74 $5.22 Million - $6.01 Million	18,277 New	18,277 $5.62 Million
Q3 2020 Nov 06, 2020	SELL	$285.37 - $328.74 $4.9 Million - $5.65 Million	-17,182 Closed	0 $0
Q2 2020 Aug 10, 2020	BUY	$226.15 - $297.17 $2.47 Million - $3.25 Million	10,926 Added 174.65%	17,182 $4.87 Million
Q1 2020 Apr 22, 2020	SELL	$204.27 - $310.92 $40,854 - $62,184	-200 Reduced 3.1%	6,256 $1.48 Million
Q4 2019 Feb 13, 2020	SELL	$264.57 - $296.67 $23,546 - $26,403	-89 Reduced 1.36%	6,456 $1.91 Million
Q3 2019 Nov 14, 2019	BUY	$260.57 - $277.38 $903,917 - $962,231	3,469 Added 112.78%	6,545 $1.78 Million
Q2 2019 Aug 14, 2019	SELL	$252.12 - $271.73 $146,229 - $157,603	-580 Reduced 15.86%	3,076 $828,000
Q1 2019 May 15, 2019	SELL	$224.5 - $261.43 $26.5 Million - $30.8 Million	-117,894 Reduced 96.99%	3,656 $949,000
Q4 2018 Feb 14, 2019	SELL	$215.07 - $268.24 $8.39 Million - $10.5 Million	-39,011 Reduced 24.3%	121,550 $27.9 Million
Q3 2018 Nov 14, 2018	SELL	$248.79 - $269.75 $121,658 - $131,907	-489 Reduced 0.3%	160,561 $42.9 Million
Q2 2018 Aug 14, 2018	BUY	$236.48 - $256.33 $22.5 Million - $24.4 Million	95,306 Added 144.97%	161,050 $40.2 Million
Q1 2018 May 15, 2018	SELL	$236.79 - $263.36 $22.2 Million - $24.7 Million	-93,962 Reduced 58.83%	65,744 $15.9 Million
Q4 2017 Feb 14, 2018	BUY	$231.73 - $247.65 $2.62 Million - $2.79 Million	11,285 Added 7.6%	159,706 $39.2 Million
Q3 2017 Nov 14, 2017	SELL	$228.78 - $230.76 $10 Million - $10.1 Million	-43,810 Reduced 22.79%	148,421 $34.3 Million
Q2 2017 Aug 14, 2017	BUY	N/A	192,231	192,231 $42.7 Million

Others Institutions Holding VOO

# of Institutions

3,257

Shares Held

406M

Call Options Held

2.09M

Put Options Held

2.68M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

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Avidian Wealth Solutions, LLC Vanguard Index Fds S&P 500 ETF Transaction History