A detailed history of Helen Stephens Group, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Helen Stephens Group, LLC holds 3,343 shares of VOO stock, worth $1.74 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares
3,343
Previous 1,248 167.87%
Holding current value
$1.74 Million
Previous $599,000 178.96%
% of portfolio
0.58%
Previous 0.23%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 10, 2024

BUY
$455.1 - $504.28 $953,434 - $1.06 Million
2,095 Added 167.87%
3,343 $1.67 Million
Q1 2024

Apr 17, 2024

BUY
$429.43 - $481.35 $60,120 - $67,389
140 Added 12.64%
1,248 $599,000
Q4 2023

Jan 16, 2024

BUY
$377.32 - $438.19 $2,641 - $3,067
7 Added 0.64%
1,108 $483,000
Q3 2023

Oct 30, 2023

BUY
$392.7 - $420.68 $785 - $841
2 Added 0.18%
1,101 $432,000
Q1 2023

Apr 18, 2023

BUY
$348.66 - $382.94 $697 - $765
2 Added 0.18%
1,099 $413,000
Q4 2022

Feb 14, 2023

SELL
$327.64 - $374.54 $2,948 - $3,370
-9 Reduced 0.81%
1,097 $385,000
Q3 2022

Oct 11, 2022

BUY
$328.3 - $395.04 $984 - $1,185
3 Added 0.27%
1,106 $363,000
Q2 2022

Jul 26, 2022

SELL
$337.07 - $419.85 $25,954 - $32,328
-77 Reduced 6.53%
1,103 $383,000
Q1 2022

Apr 27, 2022

BUY
$382.7 - $439.25 $45,158 - $51,831
118 Added 11.11%
1,180 $490,000
Q4 2021

Jan 26, 2022

BUY
$394.21 - $439.01 $418,651 - $466,228
1,062 New
1,062 $464,000

Others Institutions Holding VOO

About VANGUARD INDEX FDS S&P 500 ETF


  • Ticker VOO
  • Sector ETFs
  • Industry ETFs
More about VOO
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