A detailed history of Joel Adams & Associates, Inc. transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Joel Adams & Associates, Inc. holds 33,232 shares of VOO stock, worth $19.5 Million. This represents 16.71% of its overall portfolio holdings.

Number of Shares
33,232
Previous 35,492 6.37%
Holding current value
$19.5 Million
Previous $18.2 Billion 3.49%
% of portfolio
16.71%
Previous 16.41%

Shares

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

Jul 25, 2025

SELL
$456.74 - $568.03 $1.03 Million - $1.28 Million
-2,260 Reduced 6.37%
33,232 $18.9 Billion
Q1 2025

Apr 22, 2025

SELL
$507.05 - $563.67 $361,019 - $401,333
-712 Reduced 1.97%
35,492 $18.2 Billion
Q4 2024

Jan 31, 2025

BUY
$521.84 - $558.82 $18.9 Million - $20.2 Million
36,204 New
36,204 $19.5 Billion

Others Institutions Holding VOO

About VANGUARD INDEX FDS S&P 500 ETF


  • Ticker VOO
  • Sector ETFs
  • Industry ETFs
More about VOO
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