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

Baron Wealth Management LLC

$212 Billion
Q4 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 2,001 shares of VOO stock, worth $1.06 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares

2,001

Previous 1,948 2.72%

Holding current value

$1.06 Million

Previous $1.03 Billion 4.86%

% of portfolio

0.51%

Previous 0.49%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$521.84 - $558.82 $27,657 - $29,617	53 Added 2.72%	2,001 $1.08 Billion
Q3 2024 Nov 07, 2024	BUY	$475.2 - $527.7 $3,326 - $3,693	7 Added 0.36%	1,948 $1.03 Billion
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

3,530

Shares Held

474M

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

More about VOO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Baron Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Baron Wealth Management LLC with notifications on news.

Account

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