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

Certus Wealth Management, LLC

$127 Million
Q1 2024

A detailed history of Certus Wealth Management, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Certus Wealth Management, LLC holds 46,564 shares of VOO stock, worth $23.7 Million. This represents 17.64% of its overall portfolio holdings.

Number of Shares

46,564

Previous 47,735 2.45%

Holding current value

$23.7 Million

Previous $20.9 Million 7.35%

% of portfolio

17.64%

Previous 17.75%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 06, 2024	SELL	$429.43 - $481.35 $502,862 - $563,660	-1,171 Reduced 2.45%	46,564 $22.4 Million
Q4 2023 Feb 09, 2024	BUY	$377.32 - $438.19 $2.04 Million - $2.37 Million	5,401 Added 12.76%	47,735 $20.9 Million
Q3 2023 Nov 02, 2023	BUY	$392.7 - $420.68 $2.48 Million - $2.66 Million	6,318 Added 17.54%	42,334 $16.6 Million
Q2 2023 Aug 10, 2023	BUY	$371.44 - $407.28 $13.4 Million - $14.7 Million	36,016 New	36,016 $14.7 Billion

Others Institutions Holding VOO

# of Institutions

2,888

Shares Held

360M

Call Options Held

2.32M

Put Options Held

2.09M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

More about VOO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Certus Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Certus Wealth Management, LLC with notifications on news.

Account

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