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

Axxcess Wealth Management, LLC

$3.59 Billion
Q1 2025

A detailed history of Axxcess Wealth Management, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 22,321 shares of VOO stock, worth $12.2 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares

22,321

Previous 13,870 60.93%

Holding current value

$12.2 Million

Previous $7.47 Million 53.49%

% of portfolio

0.32%

Previous 0.19%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	BUY	$507.05 - $563.67 $4.29 Million - $4.76 Million	8,451 Added 60.93%	22,321 $11.5 Million
Q4 2024 Feb 10, 2025	BUY	$521.84 - $558.82 $526,536 - $563,849	1,009 Added 7.85%	13,870 $7.47 Million
Q3 2024 Nov 04, 2024	BUY	$475.2 - $527.7 $841,104 - $934,029	1,770 Added 15.96%	12,861 $6.79 Million
Q2 2024 Aug 09, 2024	BUY	$455.1 - $504.28 $941,146 - $1.04 Million	2,068 Added 22.92%	11,091 $5.55 Million
Q1 2024 May 14, 2024	BUY	$429.43 - $481.35 $417,405 - $467,872	972 Added 12.07%	9,023 $4.34 Million
Q4 2023 Feb 06, 2024	SELL	$377.32 - $438.19 $29,430 - $34,178	-78 Reduced 0.96%	8,051 $3.52 Million
Q3 2023 Nov 14, 2023	BUY	$392.7 - $420.68 $2.2 Million - $2.36 Million	5,602 Added 221.69%	8,129 $3.19 Million
Q2 2023 Aug 08, 2023	BUY	$371.44 - $407.28 $309,780 - $339,671	834 Added 49.26%	2,527 $1.03 Million
Q1 2023 May 03, 2023	SELL	$348.66 - $382.94 $709,871 - $779,665	-2,036 Reduced 54.6%	1,693 $636,000
Q4 2022 Feb 16, 2023	BUY	$327.64 - $374.54 $667,402 - $762,937	2,037 Added 120.39%	3,729 $1.31 Million
Q4 2022 Feb 14, 2023	BUY	$327.64 - $374.54 $1,310 - $1,498	4 Added 0.24%	1,692 $594,000
Q2 2022 Aug 11, 2022	SELL	$337.07 - $419.85 $521,110 - $649,088	-1,546 Reduced 47.8%	1,688 $586,000
Q1 2022 Aug 11, 2022	BUY	$382.7 - $439.25 $662,071 - $759,902	1,730 Added 115.03%	3,234 $1.34 Million
Q4 2021 Aug 11, 2022	BUY	$394.21 - $439.01 $592,891 - $660,271	1,504 New	1,504 $657,000

Others Institutions Holding VOO

# of Institutions

3,636

Shares Held

526M

Call Options Held

2.1M

Put Options Held

1.61M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

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