Joel Adams & Associates, Inc. Vanguard Index Fds S&P 500 ETF Transaction History

Joel Adams & Associates, Inc.

$124 Billion
Q3 2025

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 32,325 shares of VOO stock, worth $20 Million. This represents 15.97% of its overall portfolio holdings.

Number of Shares

32,325

Previous 33,232 2.73%

Holding current value

$20 Million

Previous $18.9 Billion 4.86%

% of portfolio

15.97%

Previous 16.71%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 06, 2025	SELL	$567.77 - $614.76 $514,967 - $557,587	-907 Reduced 2.73%	32,325 $19.8 Billion
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

# of Institutions

3,878

Shares Held

545M

Call Options Held

2.75M

Put Options Held

3.12M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
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Joel Adams & Associates, Inc. Vanguard Index Fds S&P 500 ETF Transaction History