Copperleaf Capital, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Copperleaf Capital, LLC

$123 Million
Q1 2025

A detailed history of Copperleaf Capital, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Copperleaf Capital, LLC holds 4,818 shares of VOO stock, worth $2.7 Million. This represents 2.01% of its overall portfolio holdings.

Number of Shares

4,818

Previous 3,482 38.37%

Holding current value

$2.7 Million

Previous $1.88 Million 31.98%

% of portfolio

2.01%

Previous 1.53%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$507.05 - $563.67 $677,418 - $753,063	1,336 Added 38.37%	4,818 $2.48 Million
Q4 2024 Jan 30, 2025	BUY	$521.84 - $558.82 $76,710 - $82,146	147 Added 4.41%	3,482 $1.88 Million
Q3 2024 Nov 14, 2024	SELL	$475.2 - $527.7 $47,995 - $53,297	-101 Reduced 2.94%	3,335 $1.76 Million
Q2 2024 Aug 13, 2024	SELL	$455.1 - $504.28 $248,484 - $275,336	-546 Reduced 13.71%	3,436 $1.72 Million
Q1 2024 May 14, 2024	SELL	$429.43 - $481.35 $343,544 - $385,080	-800 Reduced 16.73%	3,982 $1.91 Million
Q3 2023 Nov 13, 2023	BUY	$392.7 - $420.68 $17,278 - $18,509	44 Added 0.93%	4,782 $1.88 Million
Q2 2023 Aug 11, 2023	SELL	$371.44 - $407.28 $244,407 - $267,990	-658 Reduced 12.19%	4,738 $1.93 Million
Q1 2023 May 15, 2023	BUY	$348.66 - $382.94 $1.05 Million - $1.15 Million	3,006 Added 125.77%	5,396 $2.03 Million
Q4 2022 Feb 10, 2023	BUY	$327.64 - $374.54 $379,079 - $433,342	1,157 Added 93.84%	2,390 $839,000
Q3 2022 Nov 14, 2022	BUY	$328.3 - $395.04 $5,909 - $7,110	18 Added 1.48%	1,233 $405,000
Q2 2022 Aug 15, 2022	BUY	$337.07 - $419.85 $59,324 - $73,893	176 Added 16.94%	1,215 $422,000
Q1 2022 May 16, 2022	BUY	$382.7 - $439.25 $397,625 - $456,380	1,039 New	1,039 $432,000

Others Institutions Holding VOO

# of Institutions

3,639

Shares Held

526M

Call Options Held

2.1M

Put Options Held

1.61M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
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Copperleaf Capital, LLC Vanguard Index Fds S&P 500 ETF Transaction History