Insight Wealth Strategies, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Insight Wealth Strategies, LLC

$740 Million
Q4 2024

A detailed history of Insight Wealth Strategies, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Insight Wealth Strategies, LLC holds 1,112 shares of VOO stock, worth $607,518. This represents 0.08% of its overall portfolio holdings.

Number of Shares

1,112

Previous 2,404 53.74%

Holding current value

$607,518

Previous $1.27 Million 52.76%

% of portfolio

0.08%

Previous 0.17%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 06, 2025	SELL	$521.84 - $558.82 $674,217 - $721,995	-1,292 Reduced 53.74%	1,112 $599,000
Q3 2024 Oct 07, 2024	SELL	$475.2 - $527.7 $59,400 - $65,962	-125 Reduced 4.94%	2,404 $1.27 Million
Q2 2024 Jul 08, 2024	BUY	$455.1 - $504.28 $78,277 - $86,736	172 Added 7.3%	2,529 $1.26 Million
Q1 2024 Apr 05, 2024	BUY	$429.43 - $481.35 $496,421 - $556,440	1,156 Added 96.25%	2,357 $1.13 Million
Q4 2023 Jan 12, 2024	BUY	$377.32 - $438.19 $5,282 - $6,134	14 Added 1.18%	1,201 $524,000
Q3 2023 Oct 13, 2023	BUY	$392.7 - $420.68 $26,310 - $28,185	67 Added 5.98%	1,187 $466,000
Q2 2023 Jul 14, 2023	SELL	$371.44 - $407.28 $6,314 - $6,923	-17 Reduced 1.5%	1,120 $456,000
Q1 2023 Apr 06, 2023	BUY	$348.66 - $382.94 $8,019 - $8,807	23 Added 2.06%	1,137 $427,000
Q4 2022 Jan 06, 2023	BUY	$327.64 - $374.54 $35,385 - $40,450	108 Added 10.74%	1,114 $0
Q1 2022 Apr 12, 2022	BUY	$382.7 - $439.25 $1,530 - $1,757	4 Added 0.4%	1,006 $417,000
Q4 2021 Jan 31, 2022	BUY	$394.21 - $439.01 $2,759 - $3,073	7 Added 0.7%	1,002 $438,000
Q3 2021 Oct 28, 2021	BUY	$390.68 - $416.73 $1,172 - $1,250	3 Added 0.3%	995 $393,000
Q2 2021 Aug 12, 2021	SELL	$368.16 - $394.32 $16,935 - $18,138	-46 Reduced 4.43%	992 $390,000
Q1 2021 May 12, 2021	BUY	$339.03 - $365.24 $1,017 - $1,095	3 Added 0.29%	1,038 $378,000
Q4 2020 Feb 05, 2021	BUY	$299.82 - $343.69 $2,398 - $2,749	8 Added 0.78%	1,035 $356,000
Q3 2020 Oct 29, 2020	BUY	$285.37 - $328.74 $9,417 - $10,848	33 Added 3.32%	1,027 $316,000
Q2 2020 Jul 31, 2020	SELL	$226.15 - $297.17 $52,014 - $68,349	-230 Reduced 18.79%	994 $282,000
Q1 2020 Apr 21, 2020	SELL	$204.27 - $310.92 $170,361 - $259,307	-834 Reduced 40.52%	1,224 $290,000
Q4 2019 Feb 21, 2020	BUY	$264.57 - $296.67 $256,897 - $288,066	971 Added 89.33%	2,058 $609,000
Q3 2019 Nov 06, 2019	SELL	$260.57 - $277.38 $105,270 - $112,061	-404 Reduced 27.1%	1,087 $296,000
Q2 2019 Aug 06, 2019	BUY	$252.12 - $271.73 $375,910 - $405,149	1,491 New	1,491 $401,000

Others Institutions Holding VOO

# of Institutions

3,522

Shares Held

474M

Call Options Held

2.36M

Put Options Held

2.13M

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 Insight Wealth Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Insight Wealth Strategies, LLC with notifications on news.

Account

Insight Wealth Strategies, LLC Vanguard Index Fds S&P 500 ETF Transaction History