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

Forvis Wealth Advisors, LLC

$3.96 Billion
Q2 2024

A detailed history of Forvis Wealth Advisors, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 245,359 shares of VOO stock, worth $122 Million. This represents 3.1% of its overall portfolio holdings.

Number of Shares

245,359

Previous 200,541 22.35%

Holding current value

$122 Million

Previous $96.4 Million 27.29%

% of portfolio

3.1%

Previous 2.47%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	BUY	$455.1 - $504.28 $20.4 Million - $22.6 Million	44,818 Added 22.35%	245,359 $123 Million
Q1 2024 Apr 19, 2024	BUY	$429.43 - $481.35 $4.01 Million - $4.5 Million	9,345 Added 4.89%	200,541 $96.4 Million
Q4 2023 Jan 11, 2024	SELL	$377.32 - $438.19 $65,653 - $76,245	-174 Reduced 0.09%	191,196 $83.5 Million
Q3 2023 Oct 25, 2023	BUY	$392.7 - $420.68 $3.16 Million - $3.39 Million	8,052 Added 4.39%	191,370 $75.2 Million
Q2 2023 Aug 08, 2023	BUY	$371.44 - $407.28 $1.66 Million - $1.82 Million	4,459 Added 2.49%	183,318 $74.7 Million
Q1 2023 Apr 26, 2023	BUY	$348.66 - $382.94 $4.96 Million - $5.45 Million	14,239 Added 8.65%	178,859 $67.3 Million
Q4 2022 Feb 02, 2023	BUY	$327.64 - $374.54 $10.7 Million - $12.2 Million	32,699 Added 24.79%	164,620 $57.8 Million
Q3 2022 Oct 13, 2022	BUY	$328.3 - $395.04 $5.01 Million - $6.03 Million	15,265 Added 13.09%	131,921 $43.3 Million
Q2 2022 Jul 22, 2022	BUY	$337.07 - $419.85 $16.6 Million - $20.7 Million	49,247 Added 73.06%	116,656 $40.5 Million
Q1 2022 May 10, 2022	SELL	$382.7 - $439.25 $452,351 - $519,193	-1,182 Reduced 1.72%	67,409 $28 Million
Q4 2021 Jan 14, 2022	SELL	$394.21 - $439.01 $748,210 - $833,240	-1,898 Reduced 2.69%	68,591 $29.9 Million
Q3 2021 Oct 14, 2021	SELL	$390.68 - $416.73 $506,711 - $540,498	-1,297 Reduced 1.81%	70,489 $27.8 Million
Q2 2021 Jul 14, 2021	SELL	$368.16 - $394.32 $1.42 Million - $1.52 Million	-3,859 Reduced 5.1%	71,786 $28.2 Million
Q1 2021 Apr 23, 2021	BUY	$339.03 - $365.24 $273,597 - $294,748	807 Added 1.08%	75,645 $27.6 Million
Q4 2020 Jan 22, 2021	SELL	$299.82 - $343.69 $1.51 Million - $1.73 Million	-5,036 Reduced 6.3%	74,838 $25.7 Million
Q3 2020 Nov 05, 2020	SELL	$285.37 - $328.74 $1.54 Million - $1.77 Million	-5,388 Reduced 6.32%	79,874 $24.6 Million
Q2 2020 Jul 15, 2020	BUY	$226.15 - $297.17 $6.83 Million - $8.97 Million	30,181 Added 54.79%	85,262 $24.2 Million
Q1 2020 Apr 10, 2020	BUY	$204.27 - $310.92 $10 Million - $15.3 Million	49,128 Added 825.26%	55,081 $13 Million
Q4 2019 Jan 13, 2020	BUY	$264.57 - $296.67 $7,937 - $8,900	30 Added 0.51%	5,953 $1.76 Million
Q3 2019 Oct 29, 2019	BUY	$260.57 - $277.38 $776,498 - $826,592	2,980 Added 101.26%	5,923 $1.62 Million
Q2 2019 Jul 10, 2019	BUY	$252.12 - $271.73 $45,381 - $48,911	180 Added 6.51%	2,943 $792,000
Q1 2019 Apr 10, 2019	SELL	$224.5 - $261.43 $291,401 - $339,336	-1,298 Reduced 31.96%	2,763 $717,000
Q4 2018 Jan 15, 2019	BUY	$215.07 - $268.24 $444,764 - $554,720	2,068 Added 103.76%	4,061 $933,000
Q2 2018 Jul 13, 2018	BUY	$236.48 - $256.33 $34,289 - $37,167	145 Added 7.85%	1,993 $497,000
Q1 2018 Apr 20, 2018	BUY	$236.79 - $263.36 $155,334 - $172,764	656 Added 55.03%	1,848 $459,000
Q3 2017 Oct 13, 2017	BUY	$228.78 - $230.76 $272,705 - $275,065	1,192	1,192 $275,000

Others Institutions Holding VOO

# of Institutions

2,996

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