Diversify Wealth Management, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Diversify Wealth Management, LLC

$1.73 Trillion
Q3 2025

A detailed history of Diversify Wealth Management, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 37,259 shares of VOO stock, worth $23 Million. This represents 1.35% of its overall portfolio holdings.

Number of Shares

37,259

Previous 34,877 6.83%

Holding current value

$23 Million

Previous $20.6 Billion 13.61%

% of portfolio

1.35%

Previous 1.27%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	BUY	$567.77 - $614.76 $1.35 Million - $1.46 Million	2,382 Added 6.83%	37,259 $23.4 Billion
Q2 2025 Aug 14, 2025	BUY	$456.74 - $568.03 $541,693 - $673,683	1,186 Added 3.52%	34,877 $20.6 Billion
Q1 2025 Apr 30, 2025	BUY	$507.05 - $563.67 $14,197 - $15,782	28 Added 0.08%	33,691 $17.2 Billion
Q4 2024 Jan 16, 2025	BUY	$521.84 - $558.82 $11.8 Million - $12.6 Million	22,583 Added 203.82%	33,663 $18 Billion
Q3 2024 Oct 25, 2024	BUY	$475.2 - $527.7 $2.54 Million - $2.82 Million	5,343 Added 93.13%	11,080 $5.89 Billion
Q2 2024 Aug 08, 2024	BUY	$455.1 - $504.28 $2.61 Million - $2.89 Million	5,737 New	5,737 $2.73 Billion

Others Institutions Holding VOO

# of Institutions

3,870

Shares Held

545M

Call Options Held

2.75M

Put Options Held

3.12M

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 Diversify Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Diversify Wealth Management, LLC with notifications on news.

Account

Diversify Wealth Management, LLC Vanguard Index Fds S&P 500 ETF Transaction History