Birch Hill Investment Advisors LLC Vanguard Index Fds S&P 500 ETF Transaction History

Birch Hill Investment Advisors LLC

$2.06 Billion
Q3 2024

A detailed history of Birch Hill Investment Advisors LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Birch Hill Investment Advisors LLC holds 2,452 shares of VOO stock, worth $1.34 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

2,452

Previous 2,452 -0.0%

Holding current value

$1.34 Million

Previous $1.23 Million 5.46%

% of portfolio

0.06%

Previous 0.06%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 30, 2024	SELL	$455.1 - $504.28 $5,461 - $6,051	-12 Reduced 0.49%	2,452 $1.23 Million
Q1 2024 May 13, 2024	SELL	$429.43 - $481.35 $32,636 - $36,582	-76 Reduced 2.99%	2,464 $1.18 Million
Q4 2023 Jan 29, 2024	SELL	$377.32 - $438.19 $19,620 - $22,785	-52 Reduced 2.01%	2,540 $1.11 Million
Q3 2023 Oct 19, 2023	SELL	$392.7 - $420.68 $35,343 - $37,861	-90 Reduced 3.36%	2,592 $1.02 Million
Q2 2023 Jul 20, 2023	SELL	$371.44 - $407.28 $18,572 - $20,364	-50 Reduced 1.83%	2,682 $1.09 Million
Q1 2023 Apr 14, 2023	BUY	$348.66 - $382.94 $46,023 - $50,548	132 Added 5.08%	2,732 $1.03 Million
Q4 2022 Jan 31, 2023	BUY	$327.64 - $374.54 $95,015 - $108,616	290 Added 12.55%	2,600 $913,000
Q2 2022 Jul 13, 2022	BUY	$337.07 - $419.85 $6,741 - $8,397	20 Added 0.87%	2,310 $801,000
Q3 2021 Oct 25, 2021	BUY	$390.68 - $416.73 $283,633 - $302,545	726 Added 46.42%	2,290 $903,000
Q2 2021 Jul 22, 2021	SELL	$368.16 - $394.32 $9,204 - $9,858	-25 Reduced 1.57%	1,564 $615,000
Q1 2021 Apr 26, 2021	SELL	$339.03 - $365.24 $55,261 - $59,534	-163 Reduced 9.3%	1,589 $579,000
Q2 2020 Aug 10, 2020	SELL	$226.15 - $297.17 $35,279 - $46,358	-156 Reduced 8.18%	1,752 $497,000
Q4 2019 Jan 17, 2020	SELL	$264.57 - $296.67 $18,519 - $20,766	-70 Reduced 3.54%	1,908 $564,000
Q2 2019 Jul 22, 2019	SELL	$252.12 - $271.73 $1,260 - $1,358	-5 Reduced 0.25%	1,978 $532,000
Q1 2019 May 14, 2019	BUY	$224.5 - $261.43 $16,164 - $18,822	72 Added 3.77%	1,983 $515,000
Q4 2018 Feb 13, 2019	BUY	$215.07 - $268.24 $1,935 - $2,414	9 Added 0.47%	1,911 $439,000
Q3 2018 Nov 14, 2018	SELL	$248.79 - $269.75 $14,181 - $15,375	-57 Reduced 2.91%	1,902 $508,000
Q2 2018 Aug 14, 2018	BUY	$236.48 - $256.33 $61,248 - $66,389	259 Added 15.24%	1,959 $489,000
Q3 2017 Nov 14, 2017	BUY	$228.78 - $230.76 $54,449 - $54,920	238 Added 16.28%	1,700 $392,000
Q2 2017 Aug 11, 2017	BUY	N/A	1,462	1,462 $325,000

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

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Birch Hill Investment Advisors LLC Vanguard Index Fds S&P 500 ETF Transaction History