Gradient Capital Advisors, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Gradient Capital Advisors, LLC

$304 Million
Q4 2024

A detailed history of Gradient Capital Advisors, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Gradient Capital Advisors, LLC holds 7,789 shares of VOO stock, worth $4.02 Million. This represents 1.38% of its overall portfolio holdings.

Number of Shares

7,789

Previous 8,071 3.49%

Holding current value

$4.02 Million

Previous $4.26 Million 1.46%

% of portfolio

1.38%

Previous 1.44%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	SELL	$521.84 - $558.82 $147,158 - $157,587	-282 Reduced 3.49%	7,789 $4.2 Million
Q3 2024 Oct 16, 2024	SELL	$475.2 - $527.7 $275,616 - $306,066	-580 Reduced 6.7%	8,071 $4.26 Million
Q2 2024 Jul 19, 2024	SELL	$455.1 - $504.28 $604,372 - $669,683	-1,328 Reduced 13.31%	8,651 $4.33 Million
Q1 2024 Apr 17, 2024	SELL	$429.43 - $481.35 $799,598 - $896,273	-1,862 Reduced 15.73%	9,979 $4.8 Million
Q4 2023 Jan 31, 2024	SELL	$377.32 - $438.19 $608,994 - $707,238	-1,614 Reduced 12.0%	11,841 $5.17 Million
Q3 2023 Oct 24, 2023	SELL	$392.7 - $420.68 $1.13 Million - $1.21 Million	-2,885 Reduced 17.66%	13,455 $5.28 Million
Q2 2023 Jul 18, 2023	SELL	$371.44 - $407.28 $170,119 - $186,534	-458 Reduced 2.73%	16,340 $6.65 Million
Q1 2023 Apr 17, 2023	SELL	$348.66 - $382.94 $120,287 - $132,114	-345 Reduced 2.01%	16,798 $6.32 Million
Q4 2022 Feb 03, 2023	SELL	$327.64 - $374.54 $63,562 - $72,660	-194 Reduced 1.12%	17,143 $6.02 Million
Q3 2022 Nov 04, 2022	SELL	$328.3 - $395.04 $77,807 - $93,624	-237 Reduced 1.35%	17,337 $5.69 Million
Q2 2022 Jul 18, 2022	BUY	$337.07 - $419.85 $1.96 Million - $2.45 Million	5,827 Added 49.6%	17,574 $6.1 Million
Q1 2022 Apr 29, 2022	BUY	$382.7 - $439.25 $2.3 Million - $2.64 Million	6,002 Added 104.47%	11,747 $4.88 Million
Q4 2021 Jan 31, 2022	SELL	$394.21 - $439.01 $136,396 - $151,897	-346 Reduced 5.68%	5,745 $2.51 Million
Q3 2021 Nov 02, 2021	SELL	$390.68 - $416.73 $47,662 - $50,841	-122 Reduced 1.96%	6,091 $2.4 Million
Q2 2021 Aug 02, 2021	BUY	$368.16 - $394.32 $341,652 - $365,928	928 Added 17.56%	6,213 $2.45 Million
Q1 2021 Apr 21, 2021	BUY	$339.03 - $365.24 $121,033 - $130,390	357 Added 7.24%	5,285 $1.93 Million
Q4 2020 Jan 20, 2021	SELL	$299.82 - $343.69 $117,829 - $135,070	-393 Reduced 7.39%	4,928 $1.69 Million
Q3 2020 Oct 21, 2020	SELL	$285.37 - $328.74 $167,226 - $192,641	-586 Reduced 9.92%	5,321 $1.64 Million
Q2 2020 Jul 28, 2020	SELL	$226.15 - $297.17 $283,818 - $372,948	-1,255 Reduced 17.52%	5,907 $1.67 Million
Q1 2020 Apr 22, 2020	SELL	$204.27 - $310.92 $91,308 - $138,981	-447 Reduced 5.87%	7,162 $1.7 Million
Q4 2019 Jan 16, 2020	SELL	$264.57 - $296.67 $121,437 - $136,171	-459 Reduced 5.69%	7,609 $2.25 Million
Q3 2019 Oct 22, 2019	SELL	$260.57 - $277.38 $124,813 - $132,865	-479 Reduced 5.6%	8,068 $2.2 Million
Q2 2019 Jul 16, 2019	SELL	$252.12 - $271.73 $70,089 - $75,540	-278 Reduced 3.15%	8,547 $2.3 Million
Q1 2019 Apr 16, 2019	BUY	$224.5 - $261.43 $21,327 - $24,835	95 Added 1.09%	8,825 $2.29 Million
Q4 2018 Jan 30, 2019	BUY	$215.07 - $268.24 $19,786 - $24,678	92 Added 1.07%	8,730 $2.01 Million
Q3 2018 Nov 06, 2018	SELL	$248.79 - $269.75 $274,912 - $298,073	-1,105 Reduced 11.34%	8,638 $2.31 Million
Q2 2018 Jul 26, 2018	SELL	$236.48 - $256.33 $19,154 - $20,762	-81 Reduced 0.82%	9,743 $2.43 Million
Q1 2018 Apr 20, 2018	BUY	$236.79 - $263.36 $278,228 - $309,448	1,175 Added 13.59%	9,824 $2.38 Million
Q4 2017 Feb 12, 2018	BUY	$231.73 - $247.65 $2 Million - $2.14 Million	8,649	8,649 $2.12 Million

Others Institutions Holding VOO

# of Institutions

3,539

Shares Held

474M

Call Options Held

2.36M

Put Options Held

2.13M

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About VANGUARD INDEX FDS S&P 500 ETF

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Gradient Capital Advisors, LLC Vanguard Index Fds S&P 500 ETF Transaction History