Fortress Wealth Management, Inc. Vanguard Index Fds S&P 500 ETF Transaction History

Fortress Wealth Management, Inc.

$164 Million
Q1 2025

A detailed history of Fortress Wealth Management, Inc. transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Fortress Wealth Management, Inc. holds 3,174 shares of VOO stock, worth $1.74 Million. This represents 1.0% of its overall portfolio holdings.

Number of Shares

3,174

Previous 3,174 -0.0%

Holding current value

$1.74 Million

Previous $1.71 Million 4.62%

% of portfolio

1.0%

Previous 0.97%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 26, 2023	SELL	$371.44 - $407.28 $1,857 - $2,036	-5 Reduced 0.16%	3,174 $1.29 Million
Q3 2022 Nov 03, 2022	SELL	$328.3 - $395.04 $292,843 - $352,375	-892 Reduced 21.91%	3,179 $1.04 Million
Q2 2022 Jul 27, 2022	BUY	$337.07 - $419.85 $1,685 - $2,099	5 Added 0.12%	4,071 $1.41 Million
Q1 2022 May 04, 2022	SELL	$382.7 - $439.25 $45,924 - $52,710	-120 Reduced 2.87%	4,066 $1.69 Million
Q4 2021 Feb 03, 2022	BUY	$394.21 - $439.01 $1.65 Million - $1.84 Million	4,186 New	4,186 $1.83 Million

Others Institutions Holding VOO

# of Institutions

3,638

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
Sector ETFs
Industry ETFs

More about VOO

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Fortress Wealth Management, Inc. Vanguard Index Fds S&P 500 ETF Transaction History