Carl Stuart Investment Advisor, Inc Vanguard Index Fds S&P 500 ETF Transaction History

Carl Stuart Investment Advisor, Inc

$195 Million
Q2 2025

A detailed history of Carl Stuart Investment Advisor, Inc transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Carl Stuart Investment Advisor, Inc holds 41,474 shares of VOO stock, worth $24.3 Million. This represents 12.06% of its overall portfolio holdings.

Number of Shares

41,474

Previous 41,903 1.02%

Holding current value

$24.3 Million

Previous $21.5 Million 9.4%

% of portfolio

12.06%

Previous 12.16%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	SELL	$456.74 - $568.03 $195,941 - $243,684	-429 Reduced 1.02%	41,474 $23.6 Million
Q1 2025 Apr 23, 2025	SELL	$507.05 - $563.67 $83,156 - $92,441	-164 Reduced 0.39%	41,903 $21.5 Million
Q4 2024 Feb 10, 2025	SELL	$521.84 - $558.82 $876,691 - $938,817	-1,680 Reduced 3.84%	42,067 $22.7 Million
Q3 2024 Oct 21, 2024	SELL	$475.2 - $527.7 $1.97 Million - $2.19 Million	-4,152 Reduced 8.67%	43,747 $23.1 Million
Q3 2024 Oct 16, 2024	BUY	$475.2 - $527.7 $531,748 - $590,496	1,119 Added 2.39%	47,899 $25.3 Million
Q2 2024 Jul 31, 2024	SELL	$455.1 - $504.28 $509,256 - $564,289	-1,119 Reduced 2.34%	46,780 $23.4 Million
Q1 2024 Apr 24, 2024	SELL	$429.43 - $481.35 $2.11 Million - $2.36 Million	-4,908 Reduced 9.29%	47,899 $23 Million
Q4 2023 Jan 11, 2024	SELL	$377.32 - $438.19 $289,027 - $335,653	-766 Reduced 1.43%	52,807 $23.1 Million
Q3 2023 Oct 10, 2023	SELL	$392.7 - $420.68 $80,896 - $86,660	-206 Reduced 0.38%	53,573 $21 Million
Q2 2023 Jul 19, 2023	SELL	$371.44 - $407.28 $231,035 - $253,328	-622 Reduced 1.14%	53,779 $21.9 Million
Q1 2023 Apr 10, 2023	SELL	$348.66 - $382.94 $1.34 Million - $1.47 Million	-3,830 Reduced 6.58%	54,401 $20.5 Million
Q4 2022 Feb 13, 2023	BUY	$327.64 - $374.54 $289,633 - $331,093	884 Added 1.54%	58,231 $20.5 Million
Q3 2022 Nov 10, 2022	BUY	$328.3 - $395.04 $5,909 - $7,110	18 Added 0.03%	57,347 $19.9 Million
Q2 2022 Aug 11, 2022	SELL	$337.07 - $419.85 $164,827 - $205,306	-489 Reduced 0.85%	57,329 $20.5 Million
Q1 2022 May 04, 2022	BUY	$382.7 - $439.25 $22.1 Million - $25.4 Million	57,818 New	57,818 $240 Million
Q1 2022 Apr 12, 2022	SELL	$382.7 - $439.25 $22.3 Million - $25.6 Million	-58,365 Closed	0 $0
Q4 2021 Feb 15, 2022	BUY	$394.21 - $439.01 $23 Million - $25.6 Million	58,365 New	58,365 $25.5 Million

Others Institutions Holding VOO

# of Institutions

3,679

Shares Held

530M

Call Options Held

2.1M

Put Options Held

1.61M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

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Carl Stuart Investment Advisor, Inc Vanguard Index Fds S&P 500 ETF Transaction History