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

Kozak & Associates, Inc.

$482 Million
Q2 2025

A detailed history of Kozak & Associates, Inc. transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Kozak & Associates, Inc. holds 105 shares of VOO stock, worth $65,839. This represents 0.01% of its overall portfolio holdings.

Number of Shares

105

Previous 22 377.27%

Holding current value

$65,839

Previous $11,000 436.36%

% of portfolio

0.01%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 10, 2025	BUY	$456.74 - $568.03 $37,909 - $47,146	83 Added 377.27%	105 $59,000
Q4 2024 Jan 06, 2025	SELL	$521.84 - $558.82 $521 - $558	-1 Reduced 4.35%	22 $11,000
Q1 2024 May 17, 2024	SELL	$429.43 - $481.35 $80,732 - $90,493	-188 Reduced 89.1%	23 $11,000
Q4 2023 Jan 17, 2024	BUY	$377.32 - $438.19 $70,936 - $82,379	188 Added 817.39%	211 $92,000
Q1 2023 Apr 03, 2023	BUY	$348.66 - $382.94 $1,743 - $1,914	5 Added 27.78%	23 $8,000
Q4 2022 Jan 03, 2023	BUY	$327.64 - $374.54 $5,897 - $6,741	18 New	18 $6,000
Q3 2022 Oct 12, 2022	SELL	$328.3 - $395.04 $7,550 - $9,085	-23 Closed	0 $0
Q4 2021 Mar 11, 2022	BUY	$394.21 - $439.01 $1,971 - $2,195	5 Added 27.78%	23 $9,000
Q3 2021 Nov 16, 2021	BUY	$390.68 - $416.73 $7,032 - $7,501	18 New	18 $8,000

Others Institutions Holding VOO

# of Institutions

3,803

Shares Held

513M

Call Options Held

2.83M

Put Options Held

3.09M

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About VANGUARD INDEX FDS S&P 500 ETF

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