Copia Wealth Management Vanguard Index Fds S&P 500 ETF Transaction History

Copia Wealth Management

  • $119 Billion
  • Q2 2025

A detailed history of Copia Wealth Management transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Copia Wealth Management holds 368 shares of VOO stock, worth $214,021. This represents 0.18% of its overall portfolio holdings.

Number of Shares
368
Previous 538 31.6%
Holding current value
$214,021
Previous $276 Million 24.41%
% of portfolio
0.18%
Previous 0.26%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 28, 2025
SELL
$456.74 - $568.03 $77,645 - $96,565
-170 Reduced 31.6%
368 $209 Million
Q1 2025

Apr 17, 2025
BUY
$507.05 - $563.67 $115,100 - $127,953
227 Added 72.99%
538 $276 Million
Q4 2024

Mar 06, 2025
BUY
$521.84 - $558.82 $162,292 - $173,793
311 New
311 $168 Million

Others Institutions Holding VOO

# of Institutions
3,695
Shares Held
531M
Call Options Held
2.14M
Put Options Held
2.72M
View Full List

About VANGUARD INDEX FDS S&P 500 ETF

VOO Quotes by TradingView
  • Ticker VOO
  • Sector ETFs
  • Industry ETFs
More about VOO
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