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

Joel Adams & Associates, Inc.

$111 Billion
Q1 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 35,492 shares of VOO stock, worth $18 Million. This represents 16.41% of its overall portfolio holdings.

Number of Shares

35,492

Previous 36,204 1.97%

Holding current value

$18 Million

Previous $19.5 Billion 6.5%

% of portfolio

16.41%

Previous 17.72%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

3,560

Shares Held

477M

Call Options Held

2.36M

Put Options Held

2.13M

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 Joel Adams & Associates, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Joel Adams & Associates, Inc. with notifications on news.

Account

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