Centricity Wealth Management, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Centricity Wealth Management, LLC

$125 Billion
Q2 2025

A detailed history of Centricity Wealth Management, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Centricity Wealth Management, LLC holds 27,914 shares of VOO stock, worth $17.2 Million. This represents 12.67% of its overall portfolio holdings.

Number of Shares

27,914

Previous 28,164 0.89%

Holding current value

$17.2 Million

Previous $14.5 Billion 9.55%

% of portfolio

12.67%

Previous 13.14%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 18, 2025	SELL	$456.74 - $568.03 $114,185 - $142,007	-250 Reduced 0.89%	27,914 $15.9 Billion
Q1 2025 Apr 14, 2025	BUY	$507.05 - $563.67 $250,989 - $279,016	495 Added 1.79%	28,164 $14.5 Billion
Q4 2024 Feb 03, 2025	BUY	$521.84 - $558.82 $14.4 Million - $15.5 Million	27,669 New	27,669 $14.9 Billion

Others Institutions Holding VOO

# of Institutions

3,870

Shares Held

545M

Call Options Held

2.75M

Put Options Held

3.12M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

More about VOO

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Centricity Wealth Management, LLC Vanguard Index Fds S&P 500 ETF Transaction History