Journey Strategic Wealth LLC Vanguard Index Fds S&P 500 ETF Transaction History

Journey Strategic Wealth LLC

$2.71 Billion
Q3 2024

A detailed history of Journey Strategic Wealth LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Journey Strategic Wealth LLC holds 12,573 shares of VOO stock, worth $6.95 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares

12,573

Previous 10,897 15.38%

Holding current value

$6.95 Million

Previous $5.45 Million 21.75%

% of portfolio

0.25%

Previous 0.23%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$475.2 - $527.7 $796,435 - $884,425	1,676 Added 15.38%	12,573 $6.63 Million
Q2 2024 Aug 14, 2024	SELL	$455.1 - $504.28 $212,076 - $234,994	-466 Reduced 4.1%	10,897 $5.45 Million
Q1 2024 May 13, 2024	BUY	$429.43 - $481.35 $485,685 - $544,406	1,131 Added 11.05%	11,363 $5.46 Million
Q4 2023 Feb 09, 2024	BUY	$377.32 - $438.19 $12,451 - $14,460	33 Added 0.32%	10,232 $4.47 Million
Q3 2023 Nov 08, 2023	SELL	$392.7 - $420.68 $1.27 Million - $1.36 Million	-3,241 Reduced 24.11%	10,199 $4.01 Million
Q2 2023 Aug 14, 2023	SELL	$371.44 - $407.28 $411,926 - $451,673	-1,109 Reduced 7.62%	13,440 $5.47 Million
Q1 2023 May 11, 2023	BUY	$348.66 - $382.94 $84,724 - $93,054	243 Added 1.7%	14,549 $5.47 Million
Q4 2022 Feb 14, 2023	BUY	$327.64 - $374.54 $3.17 Million - $3.62 Million	9,666 Added 208.32%	14,306 $5.03 Million
Q3 2022 Nov 14, 2022	BUY	$328.3 - $395.04 $1.23 Million - $1.48 Million	3,749 Added 420.76%	4,640 $1.52 Million
Q2 2022 Aug 15, 2022	SELL	$337.07 - $419.85 $1.23 Million - $1.54 Million	-3,662 Reduced 80.43%	891 $309,000
Q1 2022 May 16, 2022	BUY	$382.7 - $439.25 $1.74 Million - $2 Million	4,553 New	4,553 $1.16 Million

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

Ticker VOO
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Journey Strategic Wealth LLC Vanguard Index Fds S&P 500 ETF Transaction History