Geometric Wealth Advisors Vanguard Index Fds S&P 500 ETF Transaction History

Geometric Wealth Advisors

$518 Million
Q3 2024

A detailed history of Geometric Wealth Advisors transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Geometric Wealth Advisors holds 2,399 shares of VOO stock, worth $1.29 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares

2,399

Previous 2,304 4.12%

Holding current value

$1.29 Million

Previous $1.15 Million 9.81%

% of portfolio

0.24%

Previous 0.24%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	BUY	$475.2 - $527.7 $45,144 - $50,131	95 Added 4.12%	2,399 $1.27 Million
Q1 2024 May 07, 2024	SELL	$429.43 - $481.35 $2,576 - $2,888	-6 Reduced 0.26%	2,304 $1.11 Million
Q4 2023 Jan 18, 2024	SELL	$377.32 - $438.19 $377 - $438	-1 Reduced 0.04%	2,310 $1.01 Million
Q3 2023 Oct 12, 2023	SELL	$392.7 - $420.68 $75,398 - $80,770	-192 Reduced 7.67%	2,311 $907,000
Q2 2023 Jul 17, 2023	BUY	$371.44 - $407.28 $163,805 - $179,610	441 Added 21.39%	2,503 $1.02 Million
Q1 2023 May 01, 2023	BUY	$348.66 - $382.94 $153,410 - $168,493	440 Added 27.13%	2,062 $775,000
Q4 2022 Jan 09, 2023	BUY	$327.64 - $374.54 $112,380 - $128,467	343 Added 26.82%	1,622 $0
Q3 2022 Oct 11, 2022	SELL	$328.3 - $395.04 $35,784 - $43,059	-109 Reduced 7.85%	1,279 $420,000
Q2 2022 Jul 20, 2022	SELL	$337.07 - $419.85 $197,185 - $245,612	-585 Reduced 29.65%	1,388 $481,000
Q1 2022 Apr 18, 2022	BUY	$382.7 - $439.25 $129,735 - $148,905	339 Added 20.75%	1,973 $819,000
Q4 2021 Feb 23, 2022	BUY	$394.21 - $439.01 $644,139 - $717,342	1,634 New	1,634 $713,000

Others Institutions Holding VOO

# of Institutions

3,155

Shares Held

395M

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

More about VOO

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Geometric Wealth Advisors Vanguard Index Fds S&P 500 ETF Transaction History