Masso Torrence Wealth Management Inc. Vanguard Index Fds S&P 500 ETF Transaction History

Masso Torrence Wealth Management Inc.

$178 Million
Q4 2024

A detailed history of Masso Torrence Wealth Management Inc. transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Masso Torrence Wealth Management Inc. holds 10,570 shares of VOO stock, worth $5.5 Million. This represents 3.21% of its overall portfolio holdings.

Number of Shares

10,570

Previous 11,773 10.22%

Holding current value

$5.5 Million

Previous $6.21 Million 8.32%

% of portfolio

3.21%

Previous 3.51%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	SELL	$521.84 - $558.82 $627,773 - $672,260	-1,203 Reduced 10.22%	10,570 $5.7 Million
Q3 2024 Oct 23, 2024	SELL	$475.2 - $527.7 $138,283 - $153,560	-291 Reduced 2.41%	11,773 $6.21 Million
Q2 2024 Jul 22, 2024	BUY	$455.1 - $504.28 $295,359 - $327,277	649 Added 5.69%	12,064 $6.03 Million
Q1 2024 Apr 23, 2024	BUY	$429.43 - $481.35 $173,060 - $193,984	403 Added 3.66%	11,415 $5.49 Million
Q4 2023 Feb 01, 2024	BUY	$377.32 - $438.19 $173,944 - $202,005	461 Added 4.37%	11,012 $4.81 Million
Q3 2023 Nov 07, 2023	BUY	$392.7 - $420.68 $45,160 - $48,378	115 Added 1.1%	10,551 $4.14 Million
Q2 2023 Aug 11, 2023	BUY	$371.44 - $407.28 $930,457 - $1.02 Million	2,505 Added 31.58%	10,436 $4.25 Million
Q1 2023 May 12, 2023	SELL	$348.66 - $382.94 $182,349 - $200,277	-523 Reduced 6.19%	7,931 $2.98 Million
Q4 2022 Feb 14, 2023	SELL	$327.64 - $374.54 $1.09 Million - $1.25 Million	-3,333 Reduced 28.28%	8,454 $2.97 Million
Q3 2022 Nov 14, 2022	SELL	$328.3 - $395.04 $316,481 - $380,818	-964 Reduced 7.56%	11,787 $3.87 Million
Q2 2022 Jul 28, 2022	SELL	$337.07 - $419.85 $84,941 - $105,802	-252 Reduced 1.94%	12,751 $4.42 Million
Q1 2022 Apr 26, 2022	BUY	$382.7 - $439.25 $145,426 - $166,915	380 Added 3.01%	13,003 $5.4 Million
Q4 2021 Feb 10, 2022	BUY	$394.21 - $439.01 $4.98 Million - $5.54 Million	12,623 New	12,623 $5.51 Million

Others Institutions Holding VOO

# of Institutions

3,543

Shares Held

474M

Call Options Held

2.36M

Put Options Held

2.13M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
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Masso Torrence Wealth Management Inc. Vanguard Index Fds S&P 500 ETF Transaction History