Burt Wealth Advisors Vanguard Index Fds S&P 500 ETF Transaction History

Burt Wealth Advisors

$395 Million
Q4 2024

A detailed history of Burt Wealth Advisors transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Burt Wealth Advisors holds 3,982 shares of VOO stock, worth $2.2 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares

3,982

Previous 4,065 2.04%

Holding current value

$2.2 Million

Previous $2.14 Million 0.05%

% of portfolio

0.54%

Previous 0.54%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	SELL	$521.84 - $558.82 $43,312 - $46,382	-83 Reduced 2.04%	3,982 $2.15 Million
Q3 2024 Oct 31, 2024	SELL	$475.2 - $527.7 $43,718 - $48,548	-92 Reduced 2.21%	4,065 $2.14 Million
Q4 2023 Feb 01, 2024	SELL	$377.32 - $438.19 $18,866 - $21,909	-50 Reduced 1.19%	4,157 $1.82 Million
Q2 2023 Jul 18, 2023	BUY	$371.44 - $407.28 $31,572 - $34,618	85 Added 2.06%	4,207 $1.71 Million
Q1 2023 Apr 13, 2023	SELL	$348.66 - $382.94 $2,789 - $3,063	-8 Reduced 0.19%	4,122 $1.55 Million
Q4 2022 Jan 17, 2023	BUY	$327.64 - $374.54 $1.01 Million - $1.15 Million	3,081 Added 293.71%	4,130 $1.45 Million
Q2 2022 Jul 29, 2022	BUY	$337.07 - $419.85 $5,056 - $6,297	15 Added 1.45%	1,049 $364,000
Q1 2022 Apr 19, 2022	BUY	$382.7 - $439.25 $25,640 - $29,429	67 Added 6.93%	1,034 $429,000
Q4 2021 Jan 13, 2022	SELL	$394.21 - $439.01 $29,565 - $32,925	-75 Reduced 7.2%	967 $422,000
Q3 2021 Oct 06, 2021	BUY	$390.68 - $416.73 $73,447 - $78,345	188 Added 22.01%	1,042 $411,000
Q2 2021 Jul 14, 2021	BUY	$368.16 - $394.32 $2,945 - $3,154	8 Added 0.95%	854 $336,000
Q1 2020 Apr 29, 2020	BUY	$204.27 - $310.92 $56,378 - $85,813	276 Added 48.42%	846 $200,000
Q1 2018 Apr 24, 2018	BUY	$236.79 - $263.36 $17,996 - $20,015	76 Added 15.38%	570 $138,000
Q2 2017 Aug 07, 2017	BUY	N/A	494	494 $109,000

Others Institutions Holding VOO

# of Institutions

3,327

Shares Held

435M

Call Options Held

2.08M

Put Options Held

2.64M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

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Burt Wealth Advisors Vanguard Index Fds S&P 500 ETF Transaction History