Clifford Swan Investment Counsel LLC Vanguard Index Fds S&P 500 ETF Transaction History

Clifford Swan Investment Counsel LLC

  • $2.61 Billion
  • Q1 2025

A detailed history of Clifford Swan Investment Counsel LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Clifford Swan Investment Counsel LLC holds 17,820 shares of VOO stock, worth $10.3 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares
17,820
Previous 16,741 6.45%
Holding current value
$10.3 Million
Previous $9.02 Million 1.52%
% of portfolio
0.35%
Previous 0.34%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 05, 2025
BUY
$507.05 - $563.67 $547,106 - $608,199
1,079 Added 6.45%
17,820 $9.16 Million
Q4 2024

Feb 05, 2025
SELL
$521.84 - $558.82 $41,747 - $44,705
-80 Reduced 0.48%
16,741 $9.02 Million
Q3 2024

Nov 14, 2024
SELL
$475.2 - $527.7 $27,086 - $30,078
-57 Reduced 0.34%
16,821 $8.88 Million
Q2 2024

Aug 06, 2024
BUY
$455.1 - $504.28 $88,289 - $97,830
194 Added 1.16%
16,878 $8.44 Million
Q1 2024

Apr 16, 2024
BUY
$429.43 - $481.35 $118,952 - $133,333
277 Added 1.69%
16,684 $8.02 Million
Q4 2023

Feb 06, 2024
BUY
$377.32 - $438.19 $77,350 - $89,828
205 Added 1.27%
16,407 $7.17 Million
Q3 2023

Nov 09, 2023
SELL
$392.7 - $420.68 $24,740 - $26,502
-63 Reduced 0.39%
16,202 $6.36 Million
Q2 2023

Aug 03, 2023
SELL
$371.44 - $407.28 $148,576 - $162,912
-400 Reduced 2.4%
16,265 $6.62 Million
Q1 2023

May 05, 2023
SELL
$348.66 - $382.94 $42,536 - $46,718
-122 Reduced 0.73%
16,665 $6.27 Million
Q3 2022

Nov 04, 2022
SELL
$328.3 - $395.04 $61,063 - $73,477
-186 Reduced 1.1%
16,787 $5.51 Million
Q2 2022

Aug 04, 2022
BUY
$337.07 - $419.85 $66,402 - $82,710
197 Added 1.17%
16,973 $5.89 Million
Q1 2022

May 03, 2022
SELL
$382.7 - $439.25 $133,179 - $152,859
-348 Reduced 2.03%
16,776 $6.97 Million
Q4 2021

Feb 11, 2022
BUY
$394.21 - $439.01 $130,089 - $144,873
330 Added 1.96%
17,124 $7.48 Million
Q3 2021

Nov 02, 2021
SELL
$390.68 - $416.73 $2,344 - $2,500
-6 Reduced 0.04%
16,794 $6.62 Million
Q2 2021

Aug 05, 2021
SELL
$368.16 - $394.32 $82,099 - $87,933
-223 Reduced 1.31%
16,800 $6.78 Million
Q1 2021

May 07, 2021
SELL
$339.03 - $365.24 $36,276 - $39,080
-107 Reduced 0.62%
17,023 $6.2 Million
Q4 2020

Feb 11, 2021
BUY
$299.82 - $343.69 $29,082 - $33,337
97 Added 0.57%
17,130 $5.89 Million
Q3 2020

Oct 30, 2020
BUY
$285.37 - $328.74 $111,008 - $127,879
389 Added 2.34%
17,033 $5.24 Million
Q2 2020

Aug 06, 2020
BUY
$226.15 - $297.17 $22,615 - $29,717
100 Added 0.6%
16,644 $4.72 Million
Q1 2020

Apr 09, 2020
BUY
$204.27 - $310.92 $3.2 Million - $4.86 Million
15,644 Added 1738.22%
16,544 $3.92 Million
Q1 2019

May 14, 2019
SELL
$224.5 - $261.43 $30,981 - $36,077
-138 Reduced 13.29%
900 $234,000
Q2 2018

Aug 13, 2018
SELL
$236.48 - $256.33 $43,275 - $46,908
-183 Reduced 14.99%
1,038 $259,000
Q2 2017

Aug 11, 2017
BUY
N/A
1,221
1,221 $271,000

Others Institutions Holding VOO

# of Institutions
3,645
Shares Held
530M
Call Options Held
2.1M
Put Options Held
1.61M
View Full List

About VANGUARD INDEX FDS S&P 500 ETF

VOO Quotes by TradingView
  • Ticker VOO
  • Sector ETFs
  • Industry ETFs
More about VOO
Track This Portfolio

Track Clifford Swan Investment Counsel LLC Portfolio

Follow Clifford Swan Investment Counsel LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Clifford Swan Investment Counsel LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clifford Swan Investment Counsel LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email