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

Cherrydale Wealth Management, LLC

$256 Million
Q4 2024

A detailed history of Cherrydale Wealth Management, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Cherrydale Wealth Management, LLC holds 2,936 shares of VOO stock, worth $1.61 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares

2,936

Previous 2,380 23.36%

Holding current value

$1.61 Million

Previous $1.26 Million 25.98%

% of portfolio

0.62%

Previous 0.51%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$521.84 - $558.82 $290,143 - $310,703	556 Added 23.36%	2,936 $1.58 Million
Q3 2024 Oct 11, 2024	SELL	$475.2 - $527.7 $33,739 - $37,466	-71 Reduced 2.9%	2,380 $1.26 Million
Q2 2024 Jul 11, 2024	BUY	$455.1 - $504.28 $36,408 - $40,342	80 Added 3.37%	2,451 $1.23 Million
Q1 2024 Apr 12, 2024	BUY	$429.43 - $481.35 $3,006 - $3,369	7 Added 0.3%	2,371 $1.14 Million
Q4 2023 Jan 08, 2024	BUY	$377.32 - $438.19 $7,169 - $8,325	19 Added 0.81%	2,364 $1.03 Million
Q3 2023 Oct 10, 2023	BUY	$392.7 - $420.68 $3,534 - $3,786	9 Added 0.39%	2,345 $920,000
Q2 2023 Jul 17, 2023	SELL	$371.44 - $407.28 $98,431 - $107,929	-265 Reduced 10.19%	2,336 $951,000
Q1 2023 Apr 14, 2023	BUY	$348.66 - $382.94 $3,835 - $4,212	11 Added 0.42%	2,601 $978,000
Q4 2022 Jan 18, 2023	SELL	$327.64 - $374.54 $3.33 Million - $3.81 Million	-10,167 Reduced 79.7%	2,590 $0
Q3 2022 Oct 24, 2022	BUY	$328.3 - $395.04 $17,399 - $20,937	53 Added 0.42%	12,757 $4.19 Million
Q2 2022 Jul 07, 2022	BUY	$337.07 - $419.85 $4.28 Million - $5.33 Million	12,704 New	12,704 $4.41 Million

Others Institutions Holding VOO

# of Institutions

3,190

Shares Held

389M

Call Options Held

2.09M

Put Options Held

2.68M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

More about VOO

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