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

Insight Wealth Strategies, LLC

$749 Million
Q3 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 2,404 shares of VOO stock, worth $1.33 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

2,404

Previous 2,529 4.94%

Holding current value

$1.33 Million

Previous $1.26 Million 0.32%

% of portfolio

0.17%

Previous 0.18%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

3,155

Shares Held

395M

Call Options Held

2.09M

Put Options Held

2.68M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

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