Financial Consulate, Inc Vanguard Index Fds S&P 500 ETF Transaction History

Financial Consulate, Inc

$379 Million
Q1 2025

A detailed history of Financial Consulate, Inc transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Financial Consulate, Inc holds 5,912 shares of VOO stock, worth $3.01 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares

5,912

Previous 5,755 2.73%

Holding current value

$3.01 Million

Previous $3.1 Million 2.0%

% of portfolio

0.8%

Previous 0.86%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 25, 2025	BUY	$507.05 - $563.67 $79,606 - $88,496	157 Added 2.73%	5,912 $3.04 Million
Q4 2024 Jan 31, 2025	BUY	$521.84 - $558.82 $1.46 Million - $1.57 Million	2,807 Added 95.22%	5,755 $3.1 Million
Q3 2024 Oct 21, 2024	BUY	$475.2 - $527.7 $312,206 - $346,698	657 Added 28.68%	2,948 $1.56 Million
Q2 2024 Jul 19, 2024	BUY	$455.1 - $504.28 $105,128 - $116,488	231 Added 11.21%	2,291 $1.15 Million
Q1 2024 Apr 22, 2024	BUY	$429.43 - $481.35 $51,531 - $57,762	120 Added 6.19%	2,060 $990,000
Q4 2023 Jan 31, 2024	BUY	$377.32 - $438.19 $26,035 - $30,235	69 Added 3.69%	1,940 $847,000
Q3 2023 Oct 23, 2023	SELL	$392.7 - $420.68 $140,586 - $150,603	-358 Reduced 16.06%	1,871 $734,000
Q1 2023 Apr 17, 2023	BUY	$348.66 - $382.94 $6,973 - $7,658	20 Added 0.91%	2,229 $838,000
Q4 2022 Jan 11, 2023	BUY	$327.64 - $374.54 $167,424 - $191,389	511 Added 30.09%	2,209 $0
Q3 2022 Oct 20, 2022	BUY	$328.3 - $395.04 $1,313 - $1,580	4 Added 0.24%	1,698 $558,000
Q2 2022 Jul 19, 2022	BUY	$337.07 - $419.85 $35,392 - $44,084	105 Added 6.61%	1,694 $588,000
Q1 2022 Apr 28, 2022	BUY	$382.7 - $439.25 $73,861 - $84,775	193 Added 13.83%	1,589 $660,000
Q4 2021 Feb 07, 2022	SELL	$394.21 - $439.01 $294,869 - $328,379	-748 Reduced 34.89%	1,396 $609,000
Q3 2021 Oct 19, 2021	SELL	$390.68 - $416.73 $16,799 - $17,919	-43 Reduced 1.97%	2,144 $846,000
Q2 2021 Jul 22, 2021	BUY	$368.16 - $394.32 $44,179 - $47,318	120 Added 5.81%	2,187 $861,000
Q1 2021 Apr 19, 2021	BUY	$339.03 - $365.24 $18,646 - $20,088	55 Added 2.73%	2,067 $753,000
Q4 2020 Jan 29, 2021	BUY	$299.82 - $343.69 $35,978 - $41,242	120 Added 6.34%	2,012 $692,000
Q3 2020 Oct 20, 2020	BUY	$285.37 - $328.74 $5,422 - $6,246	19 Added 1.01%	1,892 $582,000
Q2 2020 Jul 22, 2020	SELL	$226.15 - $297.17 $92,947 - $122,136	-411 Reduced 17.99%	1,873 $531,000
Q1 2020 Apr 29, 2020	BUY	$204.27 - $310.92 $153,406 - $233,500	751 Added 48.99%	2,284 $541,000
Q4 2019 Jan 22, 2020	SELL	$264.57 - $296.67 $79,371 - $89,001	-300 Reduced 16.37%	1,533 $453,000
Q3 2019 Oct 16, 2019	BUY	$260.57 - $277.38 $213,406 - $227,174	819 Added 80.77%	1,833 $500,000
Q2 2019 Jul 24, 2019	SELL	$252.12 - $271.73 $17,396 - $18,749	-69 Reduced 6.37%	1,014 $273,000
Q1 2019 May 01, 2019	SELL	$224.5 - $261.43 $8,755 - $10,195	-39 Reduced 3.48%	1,083 $281,000
Q4 2018 Jan 25, 2019	BUY	$215.07 - $268.24 $645 - $804	3 Added 0.27%	1,122 $258,000
Q3 2018 Oct 29, 2018	BUY	$248.79 - $269.75 $497 - $539	2 Added 0.18%	1,119 $299,000
Q2 2018 Jul 27, 2018	BUY	$236.48 - $256.33 $20,100 - $21,788	85 Added 8.24%	1,117 $279,000
Q1 2018 Apr 16, 2018	BUY	$236.79 - $263.36 $244,367 - $271,787	1,032 New	1,032 $250,000

Others Institutions Holding VOO

# of Institutions

3,574

Shares Held

465M

Call Options Held

2.36M

Put Options Held

2.12M

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 Financial Consulate, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Financial Consulate, Inc with notifications on news.

Account

Financial Consulate, Inc Vanguard Index Fds S&P 500 ETF Transaction History