Carson Allaria Wealth Management, Ltd. Vanguard Index Fds S&P 500 ETF Transaction History

Carson Allaria Wealth Management, Ltd.

$180 Million
Q2 2025

A detailed history of Carson Allaria Wealth Management, Ltd. transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Carson Allaria Wealth Management, Ltd. holds 174 shares of VOO stock, worth $101,890. This represents 0.05% of its overall portfolio holdings.

Number of Shares

174

Previous 150 16.0%

Holding current value

$101,890

Previous $77,000 27.27%

% of portfolio

0.05%

Previous 0.05%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 24, 2025	BUY	$456.74 - $568.03 $10,961 - $13,632	24 Added 16.0%	174 $98,000
Q4 2024 Jan 27, 2025	BUY	$521.84 - $558.82 $521 - $558	1 Added 0.67%	150 $80,000
Q1 2024 May 07, 2024	BUY	$429.43 - $481.35 $429 - $481	1 Added 0.68%	149 $71,000
Q4 2023 Feb 08, 2024	BUY	$377.32 - $438.19 $18,111 - $21,033	48 Added 48.0%	148 $64,000
Q1 2023 Apr 26, 2023	SELL	$348.66 - $382.94 $73,567 - $80,800	-211 Reduced 67.85%	100 $37,000
Q4 2022 Feb 06, 2023	BUY	$327.64 - $374.54 $69,132 - $79,027	211 Added 211.0%	311 $109,000
Q4 2021 Feb 10, 2022	BUY	$394.21 - $439.01 $39,421 - $43,901	100 New	100 $44,000

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

Ticker VOO
Sector ETFs
Industry ETFs

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Carson Allaria Wealth Management, Ltd. Vanguard Index Fds S&P 500 ETF Transaction History