Kaizen Financial Strategies Vanguard Index Fds S&P 500 ETF Transaction History

Kaizen Financial Strategies

$165 Million
Q4 2024

A detailed history of Kaizen Financial Strategies transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Kaizen Financial Strategies holds 2,394 shares of VOO stock, worth $1.22 Million. This represents 0.78% of its overall portfolio holdings.

Number of Shares

2,394

Previous 2,392 0.08%

Holding current value

$1.22 Million

Previous $1.26 Million 2.14%

% of portfolio

0.78%

Previous 0.76%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$521.84 - $558.82 $1,043 - $1,117	2 Added 0.08%	2,394 $1.29 Million
Q3 2024 Nov 04, 2024	BUY	$475.2 - $527.7 $166,320 - $184,695	350 Added 17.14%	2,392 $1.26 Million
Q2 2024 Aug 02, 2024	BUY	$455.1 - $504.28 $51,426 - $56,983	113 Added 5.86%	2,042 $1.02 Million
Q4 2023 Jan 18, 2024	BUY	$377.32 - $438.19 $3,395 - $3,943	9 Added 0.47%	1,929 $842,000
Q3 2023 Oct 31, 2023	BUY	$392.7 - $420.68 $753,984 - $807,705	1,920 New	1,920 $753,000

Others Institutions Holding VOO

# of Institutions

3,546

Shares Held

473M

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 Kaizen Financial Strategies, based on Form 13F filings with the SEC.

News

Stay updated on Kaizen Financial Strategies with notifications on news.

Account

Kaizen Financial Strategies Vanguard Index Fds S&P 500 ETF Transaction History