Baltimore Washington Financial Advisors, Inc. Vanguard Index Fds S&P 500 ETF Transaction History

Baltimore Washington Financial Advisors, Inc.

$1.8 Billion
Q1 2025

A detailed history of Baltimore Washington Financial Advisors, Inc. transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Baltimore Washington Financial Advisors, Inc. holds 43,734 shares of VOO stock, worth $24 Million. This represents 1.25% of its overall portfolio holdings.

Number of Shares

43,734

Previous 43,849 0.26%

Holding current value

$24 Million

Previous $23.6 Million 4.87%

% of portfolio

1.25%

Previous 1.28%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$507.05 - $563.67 $58,310 - $64,822	-115 Reduced 0.26%	43,734 $22.5 Million
Q4 2024 Jan 24, 2025	BUY	$521.84 - $558.82 $22,439 - $24,029	43 Added 0.1%	43,849 $23.6 Million
Q3 2024 Nov 12, 2024	BUY	$475.2 - $527.7 $368,280 - $408,967	775 Added 1.8%	43,806 $23.1 Million
Q2 2024 Jul 30, 2024	BUY	$455.1 - $504.28 $790,508 - $875,934	1,737 Added 4.21%	43,031 $21.5 Million
Q1 2024 May 08, 2024	BUY	$429.43 - $481.35 $1.1 Million - $1.23 Million	2,559 Added 6.61%	41,294 $19.9 Million
Q4 2023 Feb 12, 2024	BUY	$377.32 - $438.19 $1.55 Million - $1.8 Million	4,110 Added 11.87%	38,735 $16.9 Million
Q3 2023 Nov 08, 2023	BUY	$392.7 - $420.68 $3.62 Million - $3.88 Million	9,219 Added 36.29%	34,625 $13.6 Million
Q2 2023 Aug 09, 2023	BUY	$371.44 - $407.28 $3.01 Million - $3.3 Million	8,096 Added 46.77%	25,406 $10.3 Million
Q1 2023 May 10, 2023	SELL	$348.66 - $382.94 $2,789 - $3,063	-8 Reduced 0.05%	17,310 $6.51 Million
Q4 2022 Feb 09, 2023	SELL	$327.64 - $374.54 $2.23 Million - $2.55 Million	-6,806 Reduced 28.21%	17,318 $6.08 Million
Q3 2022 Oct 31, 2022	BUY	$328.3 - $395.04 $4.66 Million - $5.61 Million	14,205 Added 143.21%	24,124 $8.34 Million
Q2 2022 Aug 05, 2022	BUY	$337.07 - $419.85 $1.47 Million - $1.83 Million	4,356 Added 78.3%	9,919 $3.44 Million
Q1 2022 May 13, 2022	SELL	$382.7 - $439.25 $499,806 - $573,660	-1,306 Reduced 19.01%	5,563 $2.03 Million
Q4 2021 Apr 08, 2022	SELL	$394.21 - $439.01 $15.6 Million - $17.4 Million	-39,636 Reduced 85.23%	6,869 $3 Million
Q4 2021 Feb 14, 2022	BUY	$394.21 - $439.01 $15.7 Million - $17.5 Million	39,765 Added 589.99%	46,505 $3 Million
Q3 2021 Oct 20, 2021	BUY	$390.68 - $416.73 $141,426 - $150,856	362 Added 5.68%	6,740 $2.66 Million
Q2 2021 Aug 12, 2021	BUY	$368.16 - $394.32 $300,418 - $321,765	816 Added 14.67%	6,378 $2.51 Million
Q1 2021 May 06, 2021	BUY	$339.03 - $365.24 $75,603 - $81,448	223 Added 4.18%	5,562 $2.03 Million
Q4 2020 Feb 01, 2021	BUY	$299.82 - $343.69 $599 - $687	2 Added 0.04%	5,339 $1.84 Million
Q3 2020 Nov 03, 2020	SELL	$285.37 - $328.74 $468,577 - $539,791	-1,642 Reduced 23.53%	5,337 $1.64 Million
Q2 2020 Aug 10, 2020	BUY	$226.15 - $297.17 $19,901 - $26,150	88 Added 1.28%	6,979 $1.98 Million
Q1 2020 Apr 28, 2020	SELL	$204.27 - $310.92 $159,330 - $242,517	-780 Reduced 10.17%	6,891 $1.63 Million
Q4 2019 Feb 04, 2020	BUY	$264.57 - $296.67 $198,692 - $222,799	751 Added 10.85%	7,671 $2.27 Million
Q3 2019 Oct 16, 2019	BUY	$260.57 - $277.38 $18,239 - $19,416	70 Added 1.02%	6,920 $1.89 Million
Q2 2019 Jul 25, 2019	SELL	$252.12 - $271.73 $8,824 - $9,510	-35 Reduced 0.51%	6,850 $1.84 Million
Q4 2018 Jan 29, 2019	BUY	$215.07 - $268.24 $124,740 - $155,579	580 Added 9.2%	6,885 $1.58 Million
Q3 2018 Nov 01, 2018	BUY	$248.79 - $269.75 $450,558 - $488,517	1,811 Added 40.3%	6,305 $1.68 Million
Q2 2018 Jul 30, 2018	BUY	$236.48 - $256.33 $353,064 - $382,700	1,493 Added 49.75%	4,494 $1.12 Million
Q1 2018 Apr 16, 2018	SELL	$236.79 - $263.36 $2,367 - $2,633	-10 Reduced 0.33%	3,001 $726,000
Q4 2017 Jan 16, 2018	BUY	$231.73 - $247.65 $407,149 - $435,121	1,757 Added 140.11%	3,011 $738,000
Q3 2017 Oct 18, 2017	BUY	$228.78 - $230.76 $286,890 - $289,373	1,254	1,254 $289,000

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

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Baltimore Washington Financial Advisors, Inc. Vanguard Index Fds S&P 500 ETF Transaction History