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

Evoke Wealth, LLC

$3.59 Trillion
Q4 2024

A detailed history of Evoke Wealth, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Evoke Wealth, LLC holds 144,499 shares of VOO stock, worth $75.2 Million. This represents 2.17% of its overall portfolio holdings.

Number of Shares

144,499

Previous 141,147 2.37%

Holding current value

$75.2 Million

Previous $74.7 Billion 4.21%

% of portfolio

2.17%

Previous 2.03%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	BUY	$521.84 - $558.82 $1.75 Million - $1.87 Million	3,352 Added 2.37%	144,499 $77.9 Billion
Q3 2024 Nov 13, 2024	BUY	$475.2 - $527.7 $67.1 Million - $74.5 Million	141,147 New	141,147 $74.7 Billion
Q1 2024 May 15, 2024	SELL	$429.43 - $481.35 $10.8 Million - $12.1 Million	-25,226 Reduced 15.78%	134,647 $64.7 Million
Q4 2023 Feb 12, 2024	BUY	$377.32 - $438.19 $10.7 Million - $12.4 Million	28,264 Added 21.48%	159,873 $69.8 Million
Q3 2023 Nov 13, 2023	BUY	$392.7 - $420.68 $1.76 Million - $1.89 Million	4,485 Added 3.53%	131,609 $51.7 Million
Q2 2023 Aug 09, 2023	SELL	$371.44 - $407.28 $2.43 Million - $2.66 Million	-6,541 Reduced 4.89%	127,124 $51.8 Million
Q1 2023 May 08, 2023	BUY	$348.66 - $382.94 $202,920 - $222,871	582 Added 0.44%	133,665 $50.3 Million
Q4 2022 Feb 10, 2023	SELL	$327.64 - $374.54 $3.78 Million - $4.32 Million	-11,542 Reduced 7.98%	133,083 $46.8 Million
Q3 2022 Nov 07, 2022	BUY	$328.3 - $395.04 $657,913 - $791,660	2,004 Added 1.41%	144,625 $47.7 Million
Q2 2022 Aug 04, 2022	SELL	$337.07 - $419.85 $2.73 Million - $3.4 Million	-8,107 Reduced 5.38%	142,621 $49.7 Million
Q1 2022 May 10, 2022	BUY	$382.7 - $439.25 $702,637 - $806,463	1,836 Added 1.23%	150,728 $62.6 Million
Q4 2021 Feb 09, 2022	SELL	$394.21 - $439.01 $6.08 Million - $6.77 Million	-15,418 Reduced 9.38%	148,892 $65 Million
Q3 2021 Nov 12, 2021	SELL	$390.68 - $416.73 $74,229 - $79,178	-190 Reduced 0.12%	164,310 $65 Million
Q2 2021 Aug 05, 2021	BUY	$368.16 - $394.32 $29,820 - $31,939	81 Added 0.05%	164,500 $65 Million
Q1 2021 May 13, 2021	SELL	$339.03 - $365.24 $3.74 Million - $4.03 Million	-11,023 Reduced 6.28%	164,419 $59.9 Million
Q4 2020 Feb 12, 2021	BUY	$299.82 - $343.69 $11.8 Million - $13.5 Million	39,252 Added 28.82%	175,442 $60.3 Million
Q3 2020 Nov 13, 2020	SELL	$285.37 - $328.74 $49,369 - $56,872	-173 Reduced 0.13%	136,190 $42.1 Million
Q2 2020 Aug 10, 2020	SELL	$226.15 - $297.17 $996,416 - $1.31 Million	-4,406 Reduced 3.13%	136,363 $38.8 Million
Q1 2020 May 07, 2020	SELL	$204.27 - $310.92 $21.8 Million - $33.1 Million	-106,607 Reduced 43.1%	140,769 $33.3 Billion
Q4 2019 Feb 07, 2020	BUY	$264.57 - $296.67 $30 Million - $33.6 Million	113,354 Added 84.58%	247,376 $53.5 Billion
Q3 2019 Nov 12, 2019	BUY	$260.57 - $277.38 $34.9 Million - $37.2 Million	134,022 New	134,022 $36.7 Billion

Others Institutions Holding VOO

# of Institutions

3,542

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

News

Stay updated on Evoke Wealth, LLC with notifications on news.

Account