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

Insight Wealth Strategies, LLC

  • $740 Million
  • Q2 2025

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 1,077 shares of VOO stock, worth $662,678. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,077
Previous 1,117 3.58%
Holding current value
$662,678
Previous $570,000 7.19%
% of portfolio
0.08%
Previous 0.08%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 07, 2025
SELL
$456.74 - $568.03 $18,269 - $22,721
-40 Reduced 3.58%
1,077 $611,000
Q1 2025

Apr 03, 2025
BUY
$507.05 - $563.67 $2,535 - $2,818
5 Added 0.45%
1,117 $570,000
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
3,735
Shares Held
514M
Call Options Held
2.83M
Put Options Held
3.09M
View Full List

About VANGUARD INDEX FDS S&P 500 ETF

VOO Quotes by TradingView
  • Ticker VOO
  • Sector ETFs
  • Industry ETFs
More about VOO
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