Horizon Family Wealth, Inc. Vanguard Index Fds S&P 500 ETF Transaction History

Horizon Family Wealth, Inc.

$126 Million
Q2 2024

A detailed history of Horizon Family Wealth, Inc. transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Horizon Family Wealth, Inc. holds 3,509 shares of VOO stock, worth $1.84 Million. This represents 1.4% of its overall portfolio holdings.

Number of Shares

3,509

Previous 3,586 2.15%

Holding current value

$1.84 Million

Previous $1.72 Million 1.8%

% of portfolio

1.4%

Previous 1.39%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 07, 2024	SELL	$455.1 - $504.28 $35,042 - $38,829	-77 Reduced 2.15%	3,509 $1.75 Million
Q1 2024 May 09, 2024	BUY	$429.43 - $481.35 $58,831 - $65,944	137 Added 3.97%	3,586 $1.72 Million
Q4 2023 Feb 07, 2024	BUY	$377.32 - $438.19 $3,395 - $3,943	9 Added 0.26%	3,449 $1.51 Million
Q3 2023 Nov 15, 2023	BUY	$392.7 - $420.68 $907,529 - $972,191	2,311 Added 204.69%	3,440 $1.35 Million
Q3 2023 Nov 08, 2023	SELL	$392.7 - $420.68 $947,585 - $1.02 Million	-2,413 Reduced 68.13%	1,129 $443,000
Q2 2023 Aug 11, 2023	BUY	$371.44 - $407.28 $59,058 - $64,757	159 Added 4.7%	3,542 $1.44 Million
Q1 2023 May 05, 2023	BUY	$348.66 - $382.94 $20,570 - $22,593	59 Added 1.77%	3,383 $1.27 Million
Q4 2022 Feb 06, 2023	BUY	$327.64 - $374.54 $10,156 - $11,610	31 Added 0.94%	3,324 $1.17 Million
Q3 2022 Oct 28, 2022	BUY	$328.3 - $395.04 $35,456 - $42,664	108 Added 3.39%	3,293 $1.08 Million
Q2 2022 Aug 05, 2022	BUY	$337.07 - $419.85 $5,056 - $6,297	15 Added 0.47%	3,185 $1.11 Million
Q1 2022 May 06, 2022	BUY	$382.7 - $439.25 $113,661 - $130,457	297 Added 10.34%	3,170 $1.32 Million
Q4 2021 Feb 11, 2022	BUY	$394.21 - $439.01 $1.13 Million - $1.26 Million	2,873 New	2,873 $1.25 Million

Others Institutions Holding VOO

# of Institutions

3,001

Shares Held

375M

Call Options Held

1.16M

Put Options Held

1.02M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

More about VOO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Horizon Family Wealth, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Horizon Family Wealth, Inc. with notifications on news.

Account

Horizon Family Wealth, Inc. Vanguard Index Fds S&P 500 ETF Transaction History