Gen Wealth Group, Inc. Vanguard Index Fds S&P 500 ETF Transaction History

Gen Wealth Group, Inc.

$436 Million
Q4 2024

A detailed history of Gen Wealth Group, Inc. transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Gen Wealth Group, Inc. holds 50,616 shares of VOO stock, worth $25.9 Million. This represents 6.26% of its overall portfolio holdings.

Number of Shares

50,616

Previous 51,968 2.6%

Holding current value

$25.9 Million

Previous $27.4 Million 0.54%

% of portfolio

6.26%

Previous 6.35%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	SELL	$521.84 - $558.82 $705,527 - $755,524	-1,352 Reduced 2.6%	50,616 $27.3 Million
Q3 2024 Oct 11, 2024	SELL	$475.2 - $527.7 $287,971 - $319,786	-606 Reduced 1.15%	51,968 $27.4 Million
Q2 2024 Jul 17, 2024	BUY	$455.1 - $504.28 $245,298 - $271,806	539 Added 1.04%	52,574 $26.3 Million
Q1 2024 Apr 11, 2024	SELL	$429.43 - $481.35 $1.08 Million - $1.21 Million	-2,518 Reduced 4.62%	52,035 $25 Million
Q4 2023 Jan 11, 2024	BUY	$377.32 - $438.19 $867,458 - $1.01 Million	2,299 Added 4.4%	54,553 $23.8 Million
Q3 2023 Nov 13, 2023	SELL	$392.7 - $420.68 $527,396 - $564,973	-1,343 Reduced 2.51%	52,254 $20.5 Million
Q2 2023 Jul 13, 2023	BUY	$371.44 - $407.28 $573,131 - $628,433	1,543 Added 2.96%	53,597 $21.8 Million
Q1 2023 Apr 11, 2023	SELL	$348.66 - $382.94 $233,950 - $256,952	-671 Reduced 1.27%	52,054 $19.6 Million
Q4 2022 Jan 19, 2023	SELL	$327.64 - $374.54 $317,155 - $362,554	-968 Reduced 1.8%	52,725 $0
Q3 2022 Oct 14, 2022	SELL	$328.3 - $395.04 $602,102 - $724,503	-1,834 Reduced 3.3%	53,693 $17.6 Million
Q2 2022 Jul 28, 2022	SELL	$337.07 - $419.85 $277,408 - $345,536	-823 Reduced 1.46%	55,527 $19.3 Million
Q1 2022 May 05, 2022	BUY	$382.7 - $439.25 $320,319 - $367,652	837 Added 1.51%	56,350 $23.4 Million
Q4 2021 Feb 10, 2022	BUY	$394.21 - $439.01 $257,419 - $286,673	653 Added 1.19%	55,513 $24.2 Million
Q3 2021 Oct 19, 2021	BUY	$390.68 - $416.73 $75,401 - $80,428	193 Added 0.35%	54,860 $21.6 Million
Q2 2021 Jul 26, 2021	BUY	$368.16 - $394.32 $736 - $788	2 Added 0.0%	54,667 $21.5 Million
Q1 2021 Apr 26, 2021	BUY	$339.03 - $365.24 $5.79 Million - $6.24 Million	17,083 Added 45.46%	54,665 $19.9 Million
Q4 2020 Jan 14, 2021	BUY	$299.82 - $343.69 $641,015 - $734,809	2,138 Added 6.03%	37,582 $12.9 Million
Q3 2020 Oct 19, 2020	BUY	$285.37 - $328.74 $1.33 Million - $1.53 Million	4,645 Added 15.08%	35,444 $11.1 Million
Q2 2020 Jul 16, 2020	BUY	$226.15 - $297.17 $1.16 Million - $1.53 Million	5,151 Added 20.08%	30,799 $8.79 Million
Q1 2020 Apr 20, 2020	BUY	$204.27 - $310.92 $4.61 Million - $7.02 Million	22,569 Added 733.0%	25,648 $6.07 Million
Q1 2019 Apr 08, 2019	BUY	$224.5 - $261.43 $130,210 - $151,629	580 Added 23.21%	3,079 $808,000
Q4 2018 Jan 11, 2019	BUY	$215.07 - $268.24 $151,194 - $188,572	703 Added 39.14%	2,499 $574,000
Q2 2017 Aug 10, 2017	BUY	N/A	1,796	1,796 $398,000

Others Institutions Holding VOO

# of Institutions

3,533

Shares Held

474M

Call Options Held

2.36M

Put Options Held

2.13M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
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Gen Wealth Group, Inc. Vanguard Index Fds S&P 500 ETF Transaction History