Beacon Wealthcare LLC Vanguard Index Fds S&P 500 ETF Transaction History

Beacon Wealthcare LLC

  • $245 Million
  • Q1 2025

A detailed history of Beacon Wealthcare LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Beacon Wealthcare LLC holds 586 shares of VOO stock, worth $299,539. This represents 0.12% of its overall portfolio holdings.

Number of Shares
586
Previous 553 5.97%
Holding current value
$299,539
Previous $297,000 0.67%
% of portfolio
0.12%
Previous 0.12%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 02, 2025
BUY
$507.05 - $563.67 $16,732 - $18,601
33 Added 5.97%
586 $299,000
Q4 2024

Jan 03, 2025
SELL
$521.84 - $558.82 $345,979 - $370,497
-663 Reduced 54.52%
553 $297,000
Q3 2024

Oct 08, 2024
BUY
$475.2 - $527.7 $222,393 - $246,963
468 Added 62.57%
1,216 $641,000
Q2 2024

Jul 03, 2024
SELL
$455.1 - $504.28 $76,456 - $84,719
-168 Reduced 18.34%
748 $374,000
Q1 2024

Apr 12, 2024
SELL
$429.43 - $481.35 $68,708 - $77,016
-160 Reduced 14.87%
916 $440,000
Q4 2023

Jan 05, 2024
BUY
$377.32 - $438.19 $40,750 - $47,324
108 Added 11.16%
1,076 $469,000
Q3 2023

Oct 10, 2023
BUY
$392.7 - $420.68 $145,691 - $156,072
371 Added 62.14%
968 $380,000
Q4 2022

Feb 10, 2023
BUY
$327.64 - $374.54 $195,601 - $223,600
597 New
597 $209,000
Q2 2022

Jul 01, 2022
SELL
$337.07 - $419.85 $194,152 - $241,833
-576 Closed
0 $0
Q1 2021

Apr 06, 2021
BUY
$339.03 - $365.24 $195,281 - $210,378
576 New
576 $210,000

Others Institutions Holding VOO

# of Institutions
3,554
Shares Held
474M
Call Options Held
2.36M
Put Options Held
2.13M
View Full List

About VANGUARD INDEX FDS S&P 500 ETF

VOO Quotes by TradingView
  • Ticker VOO
  • Sector ETFs
  • Industry ETFs
More about VOO
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