Golden State Wealth Management, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Golden State Wealth Management, LLC

$667 Billion
Q4 2024

A detailed history of Golden State Wealth Management, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 4,105 shares of VOO stock, worth $2.24 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares

4,105

Previous 3,115 31.78%

Holding current value

$2.24 Million

Previous $1.29 Million 170987.01%

% of portfolio

0.33%

Previous 0.25%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$521.84 - $558.82 $516,621 - $553,231	990 Added 31.78%	4,105 $2.21 Billion
Q1 2022 May 19, 2022	SELL	$382.7 - $439.25 $382 - $439	-1 Reduced 0.03%	3,115 $1.29 Million
Q1 2022 May 16, 2022	BUY	$382.7 - $439.25 $765 - $878	2 Added 0.06%	3,116 $1.14 Million
Q4 2021 Feb 14, 2022	BUY	$394.21 - $439.01 $1,576 - $1,756	4 Added 0.13%	3,114 $1.36 Million
Q3 2021 Nov 15, 2021	SELL	$390.68 - $416.73 $26,175 - $27,920	-67 Reduced 2.11%	3,110 $1.23 Million
Q2 2021 Aug 12, 2021	BUY	$368.16 - $394.32 $22,457 - $24,053	61 Added 1.96%	3,177 $1.25 Million
Q1 2021 May 14, 2021	BUY	$339.03 - $365.24 $18,646 - $20,088	55 Added 1.8%	3,116 $1.14 Million
Q4 2020 Jan 28, 2021	BUY	$299.82 - $343.69 $18,888 - $21,652	63 Added 2.1%	3,061 $1.05 Million
Q3 2020 Nov 12, 2020	SELL	$285.37 - $328.74 $14,268 - $16,437	-50 Reduced 1.64%	2,998 $922,000
Q2 2020 Aug 13, 2020	SELL	$226.15 - $297.17 $1.28 Million - $1.69 Million	-5,676 Reduced 65.06%	3,048 $859,000
Q2 2020 Aug 11, 2020	BUY	$226.15 - $297.17 $1.19 Million - $1.57 Million	5,281 Added 153.38%	8,724 $2.47 Million
Q1 2020 Apr 17, 2020	BUY	$204.27 - $310.92 $703,301 - $1.07 Million	3,443 New	3,443 $815,000

Others Institutions Holding VOO

# of Institutions

3,521

Shares Held

473M

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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Golden State Wealth Management, LLC Vanguard Index Fds S&P 500 ETF Transaction History