Bsw Wealth Partners Vanguard Index Fds S&P 500 ETF Transaction History

Bsw Wealth Partners

$719 Million
Q2 2025

A detailed history of Bsw Wealth Partners transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Bsw Wealth Partners holds 12,033 shares of VOO stock, worth $7.28 Million. This represents 0.95% of its overall portfolio holdings.

Number of Shares

12,033

Previous 12,647 4.85%

Holding current value

$7.28 Million

Previous $6.5 Million 5.17%

% of portfolio

0.95%

Previous 1.0%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 18, 2025	SELL	$456.74 - $568.03 $280,438 - $348,770	-614 Reduced 4.85%	12,033 $6.84 Million
Q1 2025 Apr 24, 2025	BUY	$507.05 - $563.67 $306,258 - $340,456	604 Added 5.02%	12,647 $6.5 Million
Q4 2024 Jan 22, 2025	BUY	$521.84 - $558.82 $355,894 - $381,115	682 Added 6.0%	12,043 $6.49 Million
Q3 2024 Oct 29, 2024	BUY	$475.2 - $527.7 $69,379 - $77,044	146 Added 1.3%	11,361 $5.99 Million
Q2 2024 Jul 16, 2024	SELL	$455.1 - $504.28 $110,589 - $122,540	-243 Reduced 2.12%	11,215 $5.61 Million
Q1 2024 Apr 23, 2024	BUY	$429.43 - $481.35 $55,396 - $62,094	129 Added 1.14%	11,458 $5.51 Million
Q4 2023 Jan 25, 2024	SELL	$377.32 - $438.19 $958,392 - $1.11 Million	-2,540 Reduced 18.31%	11,329 $4.95 Million
Q3 2023 Oct 27, 2023	SELL	$392.7 - $420.68 $128,412 - $137,562	-327 Reduced 2.3%	13,869 $5.45 Million
Q2 2023 Aug 11, 2023	SELL	$371.44 - $407.28 $180,519 - $197,938	-486 Reduced 3.31%	14,196 $5.78 Million
Q1 2023 May 15, 2023	SELL	$348.66 - $382.94 $166,659 - $183,045	-478 Reduced 3.15%	14,682 $5.52 Million
Q4 2022 Feb 13, 2023	BUY	$327.64 - $374.54 $2.8 Million - $3.2 Million	8,538 Added 128.93%	15,160 $5.33 Million
Q3 2022 Nov 14, 2022	SELL	$328.3 - $395.04 $4,924 - $5,925	-15 Reduced 0.23%	6,622 $2.17 Million
Q2 2022 Aug 15, 2022	SELL	$337.07 - $419.85 $112,244 - $139,810	-333 Reduced 4.78%	6,637 $2.3 Million
Q1 2022 May 16, 2022	SELL	$382.7 - $439.25 $3,061 - $3,514	-8 Reduced 0.11%	6,970 $2.89 Million
Q4 2021 Feb 14, 2022	BUY	$394.21 - $439.01 $19,710 - $21,950	50 Added 0.72%	6,978 $3.05 Million
Q3 2021 Nov 15, 2021	SELL	$390.68 - $416.73 $113,687 - $121,268	-291 Reduced 4.03%	6,928 $2.73 Million
Q2 2021 Aug 16, 2021	SELL	$368.16 - $394.32 $30,189 - $32,334	-82 Reduced 1.12%	7,219 $2.84 Million
Q1 2021 May 17, 2021	SELL	$339.03 - $365.24 $1.6 Million - $1.72 Million	-4,721 Reduced 39.27%	7,301 $2.66 Million
Q4 2020 Feb 16, 2021	SELL	$299.82 - $343.69 $30,581 - $35,056	-102 Reduced 0.84%	12,022 $4.13 Million
Q3 2020 Nov 13, 2020	BUY	$285.37 - $328.74 $205,181 - $236,364	719 Added 6.3%	12,124 $3.73 Million
Q2 2020 Aug 13, 2020	SELL	$226.15 - $297.17 $1.08 Million - $1.42 Million	-4,780 Reduced 29.53%	11,405 $3.23 Million
Q1 2020 May 14, 2020	SELL	$204.27 - $310.92 $100,705 - $153,283	-493 Reduced 2.96%	16,185 $3.83 Million
Q4 2019 Feb 18, 2020	BUY	$264.57 - $296.67 $12,963 - $14,536	49 Added 0.29%	16,678 $4.93 Million
Q3 2019 Nov 12, 2019	SELL	$260.57 - $277.38 $41,951 - $44,658	-161 Reduced 0.96%	16,629 $4.53 Million
Q2 2019 Aug 13, 2019	BUY	$252.12 - $271.73 $25,212 - $27,173	100 Added 0.6%	16,790 $4.52 Million
Q1 2019 May 14, 2019	SELL	$224.5 - $261.43 $135,149 - $157,380	-602 Reduced 3.48%	16,690 $4.33 Million
Q4 2018 Feb 13, 2019	BUY	$215.07 - $268.24 $3.72 Million - $4.64 Million	17,292 New	17,292 $3.97 Million

Others Institutions Holding VOO

# of Institutions

3,729

Shares Held

516M

Call Options Held

2.83M

Put Options Held

3.09M

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 Bsw Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Bsw Wealth Partners with notifications on news.

Account

Bsw Wealth Partners Vanguard Index Fds S&P 500 ETF Transaction History