Berry Wealth Group, LP Vanguard Index Fds S&P 500 ETF Transaction History

Berry Wealth Group, LP

$128 Billion
Q1 2025

A detailed history of Berry Wealth Group, LP transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Berry Wealth Group, LP holds 820 shares of VOO stock, worth $417,224. This represents 0.33% of its overall portfolio holdings.

Number of Shares

820

Previous 7,364 88.86%

Holding current value

$417,224

Previous $3.97 Billion 89.38%

% of portfolio

0.33%

Previous 2.86%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	SELL	$507.05 - $563.67 $3.32 Million - $3.69 Million	-6,544 Reduced 88.86%	820 $421 Million
Q4 2024 Jan 24, 2025	SELL	$521.84 - $558.82 $183,687 - $196,704	-352 Reduced 4.56%	7,364 $3.97 Billion
Q3 2024 Oct 21, 2024	BUY	$475.2 - $527.7 $64,627 - $71,767	136 Added 1.79%	7,716 $4.07 Billion
Q2 2024 Jul 31, 2024	BUY	$455.1 - $504.28 $3.45 Million - $3.82 Million	7,580 New	7,580 $3.79 Billion

Others Institutions Holding VOO

# of Institutions

3,580

Shares Held

464M

Call Options Held

2.36M

Put Options Held

2.12M

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 Berry Wealth Group, LP, based on Form 13F filings with the SEC.

News

Stay updated on Berry Wealth Group, LP with notifications on news.

Account

Berry Wealth Group, LP Vanguard Index Fds S&P 500 ETF Transaction History