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

Baron Wealth Management LLC

$193 Billion
Q2 2024

A detailed history of Baron Wealth Management LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Baron Wealth Management LLC holds 1,941 shares of VOO stock, worth $1.01 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares

1,941

Previous 2,718 28.59%

Holding current value

$1.01 Million

Previous $1.31 Billion 25.7%

% of portfolio

0.5%

Previous 0.69%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	SELL	$455.1 - $504.28 $353,612 - $391,825	-777 Reduced 28.59%	1,941 $971 Million
Q1 2024 May 08, 2024	SELL	$429.43 - $481.35 $93,615 - $104,934	-218 Reduced 7.43%	2,718 $1.31 Billion
Q4 2023 Jan 04, 2024	SELL	$377.32 - $438.19 $9,055 - $10,516	-24 Reduced 0.81%	2,936 $1.28 Billion
Q3 2023 Nov 01, 2023	BUY	$392.7 - $420.68 $696,649 - $746,286	1,774 Added 149.58%	2,960 $1.16 Billion
Q2 2023 Aug 08, 2023	SELL	$371.44 - $407.28 $22,286 - $24,436	-60 Reduced 4.82%	1,186 $483 Million
Q1 2023 May 10, 2023	SELL	$348.66 - $382.94 $695,228 - $763,582	-1,994 Reduced 61.54%	1,246 $468,000
Q4 2022 Jun 06, 2023	BUY	$327.64 - $374.54 $653,314 - $746,832	1,994 Added 160.03%	3,240 $1.14 Billion
Q4 2022 Apr 04, 2023	BUY	$327.64 - $374.54 $1.06 Million - $1.21 Million	3,240 New	3,240 $1.14 Million

Others Institutions Holding VOO

# of Institutions

3,001

Shares Held

375M

Call Options Held

1.16M

Put Options Held

1.02M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
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Baron Wealth Management LLC Vanguard Index Fds S&P 500 ETF Transaction History