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

Joel Adams & Associates, Inc.

$113 Billion
Q2 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 33,232 shares of VOO stock, worth $20.6 Million. This represents 16.71% of its overall portfolio holdings.

Number of Shares

33,232

Previous 35,492 6.37%

Holding current value

$20.6 Million

Previous $18.2 Billion 3.49%

% of portfolio

16.71%

Previous 16.41%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

3,738

Shares Held

514M

Call Options Held

2.83M

Put Options Held

3.09M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

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