Consilio Wealth Advisors, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Consilio Wealth Advisors, LLC

$244 Million
Q4 2024

A detailed history of Consilio Wealth Advisors, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Consilio Wealth Advisors, LLC holds 5,585 shares of VOO stock, worth $2.89 Million. This represents 1.23% of its overall portfolio holdings.

Number of Shares

5,585

Previous 5,606 0.37%

Holding current value

$2.89 Million

Previous $2.96 Million 1.72%

% of portfolio

1.23%

Previous 1.22%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	SELL	$521.84 - $558.82 $10,958 - $11,735	-21 Reduced 0.37%	5,585 $3.01 Million
Q3 2024 Oct 07, 2024	SELL	$475.2 - $527.7 $950 - $1,055	-2 Reduced 0.04%	5,606 $2.96 Million
Q2 2024 Jul 12, 2024	SELL	$455.1 - $504.28 $26,395 - $29,248	-58 Reduced 1.02%	5,608 $2.8 Million
Q1 2024 Apr 18, 2024	BUY	$429.43 - $481.35 $4,723 - $5,294	11 Added 0.19%	5,666 $2.72 Million
Q4 2023 Jan 11, 2024	BUY	$377.32 - $438.19 $6,037 - $7,011	16 Added 0.28%	5,655 $2.47 Million
Q3 2023 Oct 11, 2023	SELL	$392.7 - $420.68 $129,198 - $138,403	-329 Reduced 5.51%	5,639 $2.21 Million
Q2 2023 Jul 13, 2023	SELL	$371.44 - $407.28 $81,345 - $89,194	-219 Reduced 3.54%	5,968 $2.43 Million
Q1 2023 Apr 06, 2023	SELL	$348.66 - $382.94 $176,421 - $193,767	-506 Reduced 7.56%	6,187 $2.33 Million
Q4 2022 Jan 25, 2023	SELL	$327.64 - $374.54 $503,910 - $576,042	-1,538 Reduced 18.69%	6,693 $0
Q3 2022 Oct 20, 2022	SELL	$328.3 - $395.04 $484,570 - $583,079	-1,476 Reduced 15.21%	8,231 $2.7 Million
Q2 2022 Jul 27, 2022	SELL	$337.07 - $419.85 $39,437 - $49,122	-117 Reduced 1.19%	9,707 $3.37 Million
Q1 2022 May 16, 2022	SELL	$382.7 - $439.25 $4.26 Million - $4.89 Million	-11,139 Reduced 53.14%	9,824 $4.08 Million
Q4 2021 Feb 14, 2022	BUY	$394.21 - $439.01 $8.26 Million - $9.2 Million	20,963 New	20,963 $9.15 Million

Others Institutions Holding VOO

# of Institutions

3,539

Shares Held

474M

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

More about VOO

Track This Portfolio

Portfolio Update

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

News

Stay updated on Consilio Wealth Advisors, LLC with notifications on news.

Account

Consilio Wealth Advisors, LLC Vanguard Index Fds S&P 500 ETF Transaction History