Blue Zone Wealth Advisors, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Blue Zone Wealth Advisors, LLC

  • $300 Million
  • Q3 2024

A detailed history of Blue Zone Wealth Advisors, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Blue Zone Wealth Advisors, LLC holds 856 shares of VOO stock, worth $475,465. This represents 0.15% of its overall portfolio holdings.

Number of Shares
856
Previous 485 76.49%
Holding current value
$475,465
Previous $242,000 86.36%
% of portfolio
0.15%
Previous 0.09%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 07, 2024
BUY
$475.2 - $527.7 $176,299 - $195,776
371 Added 76.49%
856 $451,000
Q2 2024

Jul 12, 2024
BUY
$455.1 - $504.28 $30,946 - $34,291
68 Added 16.31%
485 $242,000
Q1 2024

Apr 17, 2024
BUY
$429.43 - $481.35 $179,072 - $200,722
417 New
417 $200,000

Others Institutions Holding VOO

# of Institutions
3,154
Shares Held
395M
Call Options Held
2.09M
Put Options Held
2.68M
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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