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

Hb Wealth Management, LLC

$7.99 Billion
Q1 2024

A detailed history of Hb Wealth Management, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Hb Wealth Management, LLC holds 141,548 shares of VOO stock, worth $72.2 Million. This represents 0.85% of its overall portfolio holdings.

Number of Shares

141,548

Previous 131,796 7.4%

Holding current value

$72.2 Million

Previous $57.6 Million 18.19%

% of portfolio

0.85%

Previous 0.82%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 30, 2024	BUY	$429.43 - $481.35 $4.19 Million - $4.69 Million	9,752 Added 7.4%	141,548 $68 Million
Q4 2023 Jan 16, 2024	BUY	$377.32 - $438.19 $26.5 Million - $30.8 Million	70,331 Added 114.42%	131,796 $57.6 Million
Q3 2023 Oct 13, 2023	SELL	$392.7 - $420.68 $1.62 Million - $1.73 Million	-4,119 Reduced 6.28%	61,465 $24.1 Million
Q2 2023 Jul 13, 2023	BUY	$371.44 - $407.28 $741,765 - $813,338	1,997 Added 3.14%	65,584 $26.7 Million
Q1 2023 Apr 13, 2023	SELL	$348.66 - $382.94 $206,058 - $226,317	-591 Reduced 0.92%	63,587 $23.9 Million

Q4 2022 Jan 20, 2023	BUY	$343.59 - $374.54 $420,897 - $458,811	1,225 Added 1.95%	64,178 $0
Q3 2022 Oct 19, 2022	BUY	$339.63 - $395.04 $2.29 Million - $2.67 Million	6,754 Added 12.02%	62,953 $20.7 Million
Q2 2022 Jul 15, 2022	SELL	$337.07 - $419.85 $8.53 Million - $10.6 Million	-25,298 Reduced 31.04%	56,199 $19.5 Million
Q1 2022 May 16, 2022	BUY	$382.7 - $439.25 $4.45 Million - $5.11 Million	11,634 Added 16.65%	81,497 $33.8 Million
Q4 2021 Feb 15, 2022	BUY	$394.21 - $439.01 $27.5 Million - $30.7 Million	69,863 New	69,863 $30.5 Million

Others Institutions Holding VOO

# of Institutions

2,890

Shares Held

360M

Call Options Held

2.32M

Put Options Held

2.09M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
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Hb Wealth Management, LLC Vanguard Index Fds S&P 500 ETF Transaction History