Beaird Harris Wealth Management, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Beaird Harris Wealth Management, LLC

$1.08 Billion
Q3 2024

A detailed history of Beaird Harris Wealth Management, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Beaird Harris Wealth Management, LLC holds 89,093 shares of VOO stock, worth $49.5 Million. This represents 4.35% of its overall portfolio holdings.

Number of Shares

89,093

Previous 76,699 16.16%

Holding current value

$49.5 Million

Previous $38.4 Million 22.56%

% of portfolio

4.35%

Previous 3.8%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Dec 02, 2024	BUY	$475.2 - $527.7 $5.89 Million - $6.54 Million	12,394 Added 16.16%	89,093 $47 Million
Q2 2024 Aug 15, 2024	BUY	$455.1 - $504.28 $8.71 Million - $9.65 Million	19,132 Added 33.23%	76,699 $38.4 Million
Q1 2024 May 15, 2024	BUY	$429.43 - $481.35 $1.97 Million - $2.21 Million	4,593 Added 8.67%	57,567 $27.7 Million
Q4 2023 Feb 27, 2024	BUY	$377.32 - $438.19 $1.44 Million - $1.67 Million	3,813 Added 7.76%	52,974 $23.1 Million
Q3 2023 Nov 15, 2023	BUY	$392.7 - $420.68 $1.43 Million - $1.54 Million	3,650 Added 8.02%	49,161 $19.3 Million
Q2 2023 Jul 26, 2023	SELL	$371.44 - $407.28 $306,438 - $336,006	-825 Reduced 1.78%	45,511 $18.5 Million
Q1 2023 Apr 24, 2023	BUY	$348.66 - $382.94 $1.89 Million - $2.08 Million	5,434 Added 13.29%	46,336 $17.4 Million
Q4 2022 Feb 14, 2023	BUY	$327.64 - $374.54 $2.03 Million - $2.33 Million	6,211 Added 17.9%	40,902 $14.4 Million
Q3 2022 Nov 02, 2022	BUY	$328.3 - $395.04 $1 Million - $1.21 Million	3,054 Added 9.65%	34,691 $11.4 Million
Q2 2022 Aug 12, 2022	BUY	$337.07 - $419.85 $4.41 Million - $5.49 Million	13,088 Added 70.56%	31,637 $11 Million
Q1 2022 May 27, 2022	BUY	$382.7 - $439.25 $4.63 Million - $5.32 Million	12,107 Added 187.94%	18,549 $7.7 Million
Q4 2021 May 17, 2022	BUY	$394.21 - $439.01 $2.54 Million - $2.83 Million	6,442 New	6,442 $2.81 Million

Others Institutions Holding VOO

# of Institutions

3,155

Shares Held

395M

Call Options Held

2.09M

Put Options Held

2.68M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

More about VOO

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Beaird Harris Wealth Management, LLC Vanguard Index Fds S&P 500 ETF Transaction History