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

Baker Tilly Wealth Management, LLC

$249 Million
Q4 2024

A detailed history of Baker Tilly Wealth Management, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Baker Tilly Wealth Management, LLC holds 45,955 shares of VOO stock, worth $25.1 Million. This represents 9.93% of its overall portfolio holdings.

Number of Shares

45,955

Previous 42,864 7.21%

Holding current value

$25.1 Million

Previous $22.6 Million 9.47%

% of portfolio

9.93%

Previous 10.29%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 10, 2025	BUY	$521.84 - $558.82 $1.61 Million - $1.73 Million	3,091 Added 7.21%	45,955 $24.8 Million
Q3 2024 Oct 24, 2024	BUY	$475.2 - $527.7 $1.27 Million - $1.41 Million	2,673 Added 6.65%	42,864 $22.6 Million
Q2 2024 Jul 18, 2024	BUY	$455.1 - $504.28 $269,874 - $299,038	593 Added 1.5%	40,191 $20.1 Million
Q1 2024 May 09, 2024	BUY	$429.43 - $481.35 $1.17 Million - $1.31 Million	2,721 Added 7.38%	39,598 $19 Million
Q4 2023 Jan 10, 2024	BUY	$377.32 - $438.19 $898,021 - $1.04 Million	2,380 Added 6.9%	36,877 $16.1 Million
Q3 2023 Oct 10, 2023	BUY	$392.7 - $420.68 $1.01 Million - $1.08 Million	2,560 Added 8.02%	34,497 $13.5 Million
Q2 2023 Jul 20, 2023	BUY	$371.44 - $407.28 $356,953 - $391,396	961 Added 3.1%	31,937 $13 Million
Q1 2023 Apr 12, 2023	BUY	$348.66 - $382.94 $641,883 - $704,992	1,841 Added 6.32%	30,976 $11.6 Million
Q4 2022 Jan 26, 2023	BUY	$327.64 - $374.54 $939,671 - $1.07 Million	2,868 Added 10.92%	29,135 $0
Q3 2022 Oct 20, 2022	SELL	$328.3 - $395.04 $110,308 - $132,733	-336 Reduced 1.26%	26,267 $8.62 Million
Q2 2022 Jul 28, 2022	BUY	$337.07 - $419.85 $291,902 - $363,590	866 Added 3.36%	26,603 $9.23 Million
Q1 2022 Apr 27, 2022	BUY	$382.7 - $439.25 $958,663 - $1.1 Million	2,505 Added 10.78%	25,737 $10.7 Million
Q4 2021 Feb 08, 2022	BUY	$394.21 - $439.01 $8.32 Million - $9.27 Million	21,112 Added 995.85%	23,232 $10.1 Million
Q3 2021 Nov 02, 2021	BUY	$390.68 - $416.73 $183,619 - $195,863	470 Added 28.48%	2,120 $836,000
Q1 2021 Apr 28, 2021	BUY	$339.03 - $365.24 $339 - $365	1 Added 0.06%	1,650 $601,000
Q4 2020 Feb 03, 2021	BUY	$299.82 - $343.69 $494,403 - $566,744	1,649 New	1,649 $567,000

Others Institutions Holding VOO

# of Institutions

3,521

Shares Held

473M

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

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