Evensky & Katz LLC Vanguard Index Fds S&P 500 ETF Transaction History

Evensky & Katz LLC

$1.49 Billion
Q1 2025

A detailed history of Evensky & Katz LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Evensky & Katz LLC holds 586 shares of VOO stock, worth $313,961. This represents 0.02% of its overall portfolio holdings.

Number of Shares

586

Previous 537 9.12%

Holding current value

$313,961

Previous $289,000 4.15%

% of portfolio

0.02%

Previous 0.02%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	BUY	$507.05 - $563.67 $24,845 - $27,619	49 Added 9.12%	586 $301,000
Q4 2024 Feb 13, 2025	SELL	$521.84 - $558.82 $4,174 - $4,470	-8 Reduced 1.47%	537 $289,000
Q3 2024 Oct 08, 2024	BUY	$475.2 - $527.7 $13,305 - $14,775	28 Added 5.42%	545 $288,000
Q2 2024 Jul 26, 2024	SELL	$455.1 - $504.28 $594,360 - $658,589	-1,306 Reduced 71.64%	517 $259,000
Q1 2024 Apr 08, 2024	BUY	$429.43 - $481.35 $462,496 - $518,413	1,077 Added 144.37%	1,823 $876,000
Q4 2023 Feb 14, 2024	BUY	$377.32 - $438.19 $21,507 - $24,976	57 Added 8.27%	746 $326,000
Q3 2023 Oct 10, 2023	BUY	$392.7 - $420.68 $2,356 - $2,524	6 Added 0.88%	689 $270,000
Q2 2023 Jul 24, 2023	BUY	$371.44 - $407.28 $216,920 - $237,851	584 Added 589.9%	683 $278,000
Q1 2023 Apr 20, 2023	BUY	$348.66 - $382.94 $34,517 - $37,911	99 New	99 $37,000
Q1 2022 Apr 28, 2022	SELL	$382.7 - $439.25 $10,715 - $12,299	-28 Closed	0 $0
Q4 2021 Feb 16, 2022	BUY	$394.21 - $439.01 $11,037 - $12,292	28 New	28 $12,000
Q2 2021 Aug 04, 2021	SELL	$368.16 - $394.32 $12,885 - $13,801	-35 Closed	0 $0
Q1 2021 Apr 09, 2021	BUY	$339.03 - $365.24 $11,866 - $12,783	35 New	35 $13,000
Q4 2019 Feb 13, 2020	SELL	$264.57 - $296.67 $32,542 - $36,490	-123 Closed	0 $0
Q3 2019 Nov 07, 2019	BUY	$260.57 - $277.38 $260 - $277	1 Added 0.82%	123 $33,000
Q1 2019 May 07, 2019	BUY	$224.5 - $261.43 $27,389 - $31,894	122 New	122 $31,000

Others Institutions Holding VOO

# of Institutions

3,632

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
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