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

Fsm Wealth Advisors, LLC

$405 Million
Q4 2024

A detailed history of Fsm Wealth Advisors, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Fsm Wealth Advisors, LLC holds 4,406 shares of VOO stock, worth $2.46 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares

4,406

Previous 2,953 49.2%

Holding current value

$2.46 Million

Previous $1.56 Million 52.31%

% of portfolio

0.59%

Previous 0.41%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$521.84 - $558.82 $758,233 - $811,965	1,453 Added 49.2%	4,406 $2.37 Million
Q3 2024 Oct 30, 2024	BUY	$475.2 - $527.7 $42,768 - $47,493	90 Added 3.14%	2,953 $1.56 Million
Q2 2024 Jul 12, 2024	SELL	$455.1 - $504.28 $15,473 - $17,145	-34 Reduced 1.17%	2,863 $1.43 Million
Q1 2024 May 14, 2024	SELL	$429.43 - $481.35 $39,507 - $44,284	-92 Reduced 3.08%	2,897 $1.39 Million
Q4 2023 May 14, 2024	BUY	$377.32 - $438.19 $124,892 - $145,040	331 Added 12.45%	2,989 $1.31 Million
Q3 2023 Nov 14, 2023	BUY	$392.7 - $420.68 $27,096 - $29,026	69 Added 2.67%	2,658 $1.04 Million
Q2 2023 Jul 12, 2023	BUY	$371.44 - $407.28 $246,264 - $270,026	663 Added 34.42%	2,589 $1.05 Million
Q1 2023 Apr 24, 2023	BUY	$348.66 - $382.94 $101,111 - $111,052	290 Added 17.73%	1,926 $724,000
Q4 2022 Jan 19, 2023	BUY	$327.64 - $374.54 $117,950 - $134,834	360 Added 28.21%	1,636 $0
Q3 2022 Oct 24, 2022	BUY	$328.3 - $395.04 $418,910 - $504,071	1,276 New	1,276 $419,000

Others Institutions Holding VOO

# of Institutions

3,215

Shares Held

390M

Call Options Held

2.09M

Put Options Held

2.68M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

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