Fi3 Financial Advisors, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Fi3 Financial Advisors, LLC

$227 Million
Q2 2024

A detailed history of Fi3 Financial Advisors, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Fi3 Financial Advisors, LLC holds 6,503 shares of VOO stock, worth $3.42 Million. This represents 1.43% of its overall portfolio holdings.

Number of Shares

6,503

Previous 7,669 15.2%

Holding current value

$3.42 Million

Previous $3.69 Million 11.77%

% of portfolio

1.43%

Previous 1.65%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	SELL	$455.1 - $504.28 $530,646 - $587,990	-1,166 Reduced 15.2%	6,503 $3.25 Million
Q1 2024 May 06, 2024	SELL	$429.43 - $481.35 $766,961 - $859,691	-1,786 Reduced 18.89%	7,669 $3.69 Million
Q4 2023 Feb 06, 2024	SELL	$377.32 - $438.19 $9,055 - $10,516	-24 Reduced 0.25%	9,455 $4.13 Million
Q3 2023 Nov 09, 2023	BUY	$392.7 - $420.68 $55,763 - $59,736	142 Added 1.52%	9,479 $3.72 Million
Q2 2023 Aug 08, 2023	SELL	$371.44 - $407.28 $270,779 - $296,907	-729 Reduced 7.24%	9,337 $3.8 Million
Q1 2023 May 04, 2023	SELL	$348.66 - $382.94 $344,824 - $378,727	-989 Reduced 8.95%	10,066 $3.79 Million
Q4 2022 Feb 06, 2023	BUY	$327.64 - $374.54 $2.39 Million - $2.74 Million	7,308 Added 195.04%	11,055 $3.88 Million
Q3 2022 Nov 09, 2022	BUY	$328.3 - $395.04 $58,109 - $69,922	177 Added 4.96%	3,747 $1.23 Million
Q2 2022 Aug 08, 2022	BUY	$337.07 - $419.85 $936,043 - $1.17 Million	2,777 Added 350.19%	3,570 $1.24 Million
Q3 2021 Nov 16, 2021	SELL	$390.68 - $416.73 $36,333 - $38,755	-93 Reduced 10.5%	793 $313,000
Q1 2021 May 17, 2021	BUY	$339.03 - $365.24 $300,380 - $323,602	886 New	886 $323,000

Others Institutions Holding VOO

# of Institutions

3,001

Shares Held

375M

Call Options Held

1.16M

Put Options Held

1.02M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

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Fi3 Financial Advisors, LLC Vanguard Index Fds S&P 500 ETF Transaction History