Intelligent Financial Strategies Vanguard Index Fds S&P 500 ETF Transaction History

Intelligent Financial Strategies

$186 Million
Q1 2025

A detailed history of Intelligent Financial Strategies transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Intelligent Financial Strategies holds 57,072 shares of VOO stock, worth $31.3 Million. This represents 15.73% of its overall portfolio holdings.

Number of Shares

57,072

Previous 58,696 2.77%

Holding current value

$31.3 Million

Previous $31.6 Million 7.26%

% of portfolio

15.73%

Previous 18.05%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	SELL	$507.05 - $563.67 $823,449 - $915,400	-1,624 Reduced 2.77%	57,072 $29.3 Million
Q4 2024 Jan 30, 2025	SELL	$521.84 - $558.82 $27,135 - $29,058	-52 Reduced 0.09%	58,696 $31.6 Million
Q3 2024 Oct 25, 2024	BUY	$475.2 - $527.7 $787,881 - $874,926	1,658 Added 2.9%	58,748 $31 Million
Q2 2024 Jul 25, 2024	BUY	$455.1 - $504.28 $779,586 - $863,831	1,713 Added 3.09%	57,090 $28.6 Million
Q1 2024 Apr 26, 2024	BUY	$429.43 - $481.35 $6.24 Million - $7 Million	14,542 Added 35.61%	55,377 $26.6 Million
Q4 2023 Feb 08, 2024	BUY	$377.32 - $438.19 $500,326 - $581,039	1,326 Added 3.36%	40,835 $17.8 Million
Q3 2023 Oct 30, 2023	BUY	$392.7 - $420.68 $154,723 - $165,747	394 Added 1.01%	39,509 $15.5 Million
Q2 2023 Jul 20, 2023	BUY	$371.44 - $407.28 $206,892 - $226,854	557 Added 1.44%	39,115 $15.9 Million
Q1 2023 May 01, 2023	BUY	$348.66 - $382.94 $865,025 - $950,074	2,481 Added 6.88%	38,558 $14.5 Million
Q4 2022 Jan 24, 2023	BUY	$327.64 - $374.54 $6.41 Million - $7.32 Million	19,552 Added 118.32%	36,077 $0
Q3 2022 Nov 10, 2022	SELL	$328.3 - $395.04 $31,188 - $37,528	-95 Reduced 0.57%	16,525 $5.43 Million
Q2 2022 Aug 08, 2022	BUY	$337.07 - $419.85 $1.16 Million - $1.45 Million	3,443 Added 26.13%	16,620 $5.77 Million
Q1 2022 Apr 25, 2022	SELL	$382.7 - $439.25 $88,021 - $101,027	-230 Reduced 1.72%	13,177 $5.47 Million
Q4 2021 Feb 15, 2022	BUY	$394.21 - $439.01 $5.29 Million - $5.89 Million	13,407 New	13,407 $5.85 Million

Others Institutions Holding VOO

# of Institutions

3,636

Shares Held

526M

Call Options Held

2.1M

Put Options Held

1.61M

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 Intelligent Financial Strategies, based on Form 13F filings with the SEC.

News

Stay updated on Intelligent Financial Strategies with notifications on news.

Account

Intelligent Financial Strategies Vanguard Index Fds S&P 500 ETF Transaction History