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

Elk River Wealth Management, LLC

$542 Million
Q3 2024

A detailed history of Elk River Wealth Management, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Elk River Wealth Management, LLC holds 1,099 shares of VOO stock, worth $600,185. This represents 0.11% of its overall portfolio holdings.

Number of Shares

1,099

Previous 1,099 -0.0%

Holding current value

$600,185

Previous $549,000 5.46%

% of portfolio

0.11%

Previous 0.11%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 31, 2024	SELL	$455.1 - $504.28 $3,640 - $4,034	-8 Reduced 0.72%	1,099 $549,000
Q1 2024 Apr 15, 2024	SELL	$429.43 - $481.35 $3,435 - $3,850	-8 Reduced 0.72%	1,107 $532,000
Q4 2023 Jan 18, 2024	BUY	$377.32 - $438.19 $2,641 - $3,067	7 Added 0.63%	1,115 $487,000
Q4 2022 Jan 19, 2023	SELL	$327.64 - $374.54 $1,310 - $1,498	-4 Reduced 0.36%	1,108 $0
Q3 2022 Oct 17, 2022	SELL	$328.3 - $395.04 $94,550 - $113,771	-288 Reduced 20.57%	1,112 $367,000
Q2 2022 Jul 12, 2022	SELL	$337.07 - $419.85 $24,606 - $30,649	-73 Reduced 4.96%	1,400 $488,000
Q1 2022 Apr 18, 2022	SELL	$382.7 - $439.25 $17,221 - $19,766	-45 Reduced 2.96%	1,473 $612,000
Q4 2021 Feb 11, 2022	BUY	$394.21 - $439.01 $27,594 - $30,730	70 Added 4.83%	1,518 $663,000
Q3 2021 Nov 15, 2021	SELL	$390.68 - $416.73 $37,505 - $40,006	-96 Reduced 6.22%	1,448 $573,000
Q2 2021 Jul 22, 2021	BUY	$368.16 - $394.32 $40,129 - $42,980	109 Added 7.6%	1,544 $610,000
Q1 2021 Apr 27, 2021	SELL	$339.03 - $365.24 $22,715 - $24,471	-67 Reduced 4.46%	1,435 $523,000
Q4 2020 Feb 08, 2021	BUY	$299.82 - $343.69 $450,329 - $516,222	1,502 New	1,502 $516,000

Others Institutions Holding VOO

# of Institutions

3,155

Shares Held

395M

Call Options Held

2.09M

Put Options Held

2.68M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
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Elk River Wealth Management, LLC Vanguard Index Fds S&P 500 ETF Transaction History