Enzi Wealth Vanguard Index Fds S&P 500 ETF Transaction History

Enzi Wealth

$243 Million
Q4 2024

A detailed history of Enzi Wealth transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Enzi Wealth holds 3,710 shares of VOO stock, worth $1.92 Million. This represents 0.82% of its overall portfolio holdings.

Number of Shares

3,710

Previous 3,838 3.34%

Holding current value

$1.92 Million

Previous $2.03 Million 1.33%

% of portfolio

0.82%

Previous 0.84%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	SELL	$521.84 - $558.82 $66,795 - $71,528	-128 Reduced 3.34%	3,710 $2 Million
Q3 2024 Oct 15, 2024	BUY	$475.2 - $527.7 $215,740 - $239,575	454 Added 13.42%	3,838 $2.03 Million
Q2 2024 Jul 22, 2024	BUY	$455.1 - $504.28 $100,122 - $110,941	220 Added 6.95%	3,384 $1.69 Million
Q1 2024 Apr 16, 2024	SELL	$429.43 - $481.35 $224,162 - $251,264	-522 Reduced 14.16%	3,164 $1.52 Million
Q4 2023 Feb 14, 2024	SELL	$377.32 - $438.19 $134,703 - $156,433	-357 Reduced 8.83%	3,686 $1.61 Million
Q3 2023 Oct 16, 2023	SELL	$392.7 - $420.68 $263,501 - $282,276	-671 Reduced 14.23%	4,043 $1.59 Million
Q2 2023 Jul 14, 2023	BUY	$371.44 - $407.28 $30,829 - $33,804	83 Added 1.79%	4,714 $1.92 Million
Q1 2023 Apr 18, 2023	SELL	$348.66 - $382.94 $96,230 - $105,691	-276 Reduced 5.62%	4,631 $1.74 Million
Q4 2022 Jan 25, 2023	BUY	$327.64 - $374.54 $454,109 - $519,112	1,386 Added 39.36%	4,907 $0
Q3 2022 Nov 14, 2022	BUY	$328.3 - $395.04 $1.16 Million - $1.39 Million	3,521 New	3,521 $1.29 Million

Others Institutions Holding VOO

# of Institutions

3,539

Shares Held

474M

Call Options Held

2.36M

Put Options Held

2.13M

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 Enzi Wealth, based on Form 13F filings with the SEC.

News

Stay updated on Enzi Wealth with notifications on news.

Account