Intercontinental Wealth Advisors, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Intercontinental Wealth Advisors, LLC

  • $416 Million
  • Q2 2023

A detailed history of Intercontinental Wealth Advisors, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Intercontinental Wealth Advisors, LLC holds 4,016 shares of VOO stock, worth $2.19 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares
4,016
Previous 3,381 18.78%
Holding current value
$2.19 Million
Previous $1.27 Million 28.64%
% of portfolio
0.39%
Previous 0.33%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 21, 2023
BUY
$371.44 - $407.28 $235,864 - $258,622
635 Added 18.78%
4,016 $1.64 Million
Q1 2023

May 03, 2023
BUY
$348.66 - $382.94 $348 - $382
1 Added 0.03%
3,381 $1.27 Million
Q4 2022

Feb 13, 2023
BUY
$327.64 - $374.54 $101,240 - $115,732
309 Added 10.06%
3,380 $1.19 Million
Q2 2022

Aug 05, 2022
BUY
$337.07 - $419.85 $33,707 - $41,985
100 Added 3.37%
3,071 $1.07 Million
Q1 2022

May 09, 2022
BUY
$382.7 - $439.25 $4,592 - $5,271
12 Added 0.41%
2,971 $1.23 Million
Q4 2021

Feb 08, 2022
BUY
$394.21 - $439.01 $16,556 - $18,438
42 Added 1.44%
2,959 $1.29 Million
Q3 2021

Nov 12, 2021
SELL
$390.68 - $416.73 $124,236 - $132,520
-318 Reduced 9.83%
2,917 $1.15 Million
Q2 2021

Aug 06, 2021
SELL
$368.16 - $394.32 $2,945 - $3,154
-8 Reduced 0.25%
3,235 $1.27 Million
Q4 2020

Feb 19, 2021
SELL
$299.82 - $343.69 $80,351 - $92,108
-268 Reduced 7.63%
3,243 $1.12 Million
Q3 2020

Mar 10, 2021
BUY
$285.37 - $328.74 $750,808 - $864,914
2,631 Added 298.98%
3,511 $1.08 Million
Q3 2020

Jan 19, 2021
SELL
$285.37 - $328.74 $896,347 - $1.03 Million
-3,141 Reduced 78.11%
880 $240,000
Q2 2020

Mar 10, 2021
BUY
$226.15 - $297.17 $700,160 - $920,038
3,096 Added 334.7%
4,021 $1.14 Million
Q2 2020

Jan 19, 2021
SELL
$226.15 - $297.17 $692,245 - $909,637
-3,061 Reduced 76.79%
925 $249,000
Q1 2020

Mar 10, 2021
BUY
$204.27 - $310.92 $634,462 - $965,717
3,106 Added 352.95%
3,986 $944,000
Q3 2019

Oct 09, 2019
SELL
$260.57 - $277.38 $11,725 - $12,482
-45 Reduced 4.86%
880 $240,000
Q2 2019

Aug 02, 2019
BUY
$252.12 - $271.73 $11,345 - $12,227
45 Added 5.11%
925 $249,000
Q3 2017

Nov 13, 2017
BUY
$228.78 - $230.76 $201,326 - $203,068
880
880 $203,000

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

VOO Quotes by TradingView
  • Ticker VOO
  • Sector ETFs
  • Industry ETFs
More about VOO
Track This Portfolio

Track Intercontinental Wealth Advisors, LLC Portfolio

Follow Intercontinental Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Intercontinental Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Intercontinental Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email