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

Carson Allaria Wealth Management, Ltd.

$169 Million
Q4 2024

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 150 shares of VOO stock, worth $74,113. This represents 0.05% of its overall portfolio holdings.

Number of Shares

150

Previous 149 0.67%

Holding current value

$74,113

Previous $78,000 2.56%

% of portfolio

0.05%

Previous 0.05%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

3,556

Shares Held

475M

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
Industry ETFs

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