Delap Wealth Advisory, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Delap Wealth Advisory, LLC

$179 Billion
Q1 2025

A detailed history of Delap Wealth Advisory, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Delap Wealth Advisory, LLC holds 1,686 shares of VOO stock, worth $923,455. This represents 0.48% of its overall portfolio holdings.

Number of Shares

1,686

Previous 1,148 46.86%

Holding current value

$923,455

Previous $618 Million 40.08%

% of portfolio

0.48%

Previous 0.37%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	BUY	$507.05 - $563.67 $272,792 - $303,254	538 Added 46.86%	1,686 $866 Million
Q4 2024 Feb 04, 2025	BUY	$521.84 - $558.82 $599,072 - $641,525	1,148 New	1,148 $618 Million
Q2 2024 Aug 13, 2024	SELL	$455.1 - $504.28 $1.57 Million - $1.74 Million	-3,447 Reduced 85.98%	562 $281 Million
Q1 2024 May 14, 2024	BUY	$429.43 - $481.35 $1.19 Million - $1.33 Million	2,761 Added 221.23%	4,009 $1.93 Billion
Q4 2023 Feb 14, 2024	BUY	$377.32 - $438.19 $275,066 - $319,440	729 Added 140.46%	1,248 $545 Million
Q2 2023 Aug 08, 2023	BUY	$371.44 - $407.28 $192,777 - $211,378	519 New	519 $211 Million

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
Sector ETFs
Industry ETFs

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Delap Wealth Advisory, LLC Vanguard Index Fds S&P 500 ETF Transaction History