Carson Advisory Inc. Vanguard Index Fds S&P 500 ETF Transaction History

Carson Advisory Inc.

$135 Million
Q4 2024

A detailed history of Carson Advisory Inc. transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Carson Advisory Inc. holds 875 shares of VOO stock, worth $455,227. This represents 0.35% of its overall portfolio holdings.

Number of Shares

875

Previous 788 11.04%

Holding current value

$455,227

Previous $415,000 13.49%

% of portfolio

0.35%

Previous 0.27%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$521.84 - $558.82 $45,400 - $48,617	87 Added 11.04%	875 $471,000
Q3 2024 Nov 01, 2024	BUY	$475.2 - $527.7 $177,724 - $197,359	374 Added 90.34%	788 $415,000
Q2 2024 Aug 07, 2024	SELL	$455.1 - $504.28 $24,575 - $27,231	-54 Reduced 11.54%	414 $207,000
Q1 2024 May 03, 2024	SELL	$429.43 - $481.35 $9,447 - $10,589	-22 Reduced 4.49%	468 $224,000
Q4 2023 Feb 06, 2024	BUY	$377.32 - $438.19 $184,886 - $214,713	490 New	490 $214,000

Others Institutions Holding VOO

# of Institutions

3,543

Shares Held

474M

Call Options Held

2.36M

Put Options Held

2.13M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
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Carson Advisory Inc. Vanguard Index Fds S&P 500 ETF Transaction History