Discipline Wealth Solutions, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Discipline Wealth Solutions, LLC

$246 Million
Q2 2025

A detailed history of Discipline Wealth Solutions, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Discipline Wealth Solutions, LLC holds 17,978 shares of VOO stock, worth $11.1 Million. This represents 4.15% of its overall portfolio holdings.

Number of Shares

17,978

Previous 16,155 11.28%

Holding current value

$11.1 Million

Previous $8.3 Million 23.01%

% of portfolio

4.15%

Previous 4.19%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 07, 2025	BUY	$456.74 - $568.03 $832,637 - $1.04 Million	1,823 Added 11.28%	17,978 $10.2 Million
Q1 2025 Apr 29, 2025	SELL	$507.05 - $563.67 $799,110 - $888,343	-1,576 Reduced 8.89%	16,155 $8.3 Million
Q4 2024 Feb 26, 2025	BUY	$521.84 - $558.82 $1.03 Million - $1.11 Million	1,981 Added 12.58%	17,731 $9.55 Million
Q3 2024 Nov 19, 2024	BUY	$475.2 - $527.7 $895,276 - $994,186	1,884 Added 13.59%	15,750 $8.31 Million
Q2 2024 Aug 07, 2024	BUY	$455.1 - $504.28 $654,433 - $725,154	1,438 Added 11.57%	13,866 $6.93 Million
Q1 2024 May 03, 2024	BUY	$429.43 - $481.35 $161,465 - $180,987	376 Added 3.12%	12,428 $5.97 Million
Q4 2023 Feb 09, 2024	BUY	$377.32 - $438.19 $4.55 Million - $5.28 Million	12,052 New	12,052 $5.26 Million

Others Institutions Holding VOO

# of Institutions

3,736

Shares Held

514M

Call Options Held

2.83M

Put Options Held

3.09M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

More about VOO

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Discipline Wealth Solutions, LLC Vanguard Index Fds S&P 500 ETF Transaction History