Merriman Wealth Management, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Merriman Wealth Management, LLC

$2.3 Billion
Q4 2024

A detailed history of Merriman Wealth Management, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Merriman Wealth Management, LLC holds 8,516 shares of VOO stock, worth $5.21 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares

8,516

Previous 8,542 0.3%

Holding current value

$5.21 Million

Previous $4.51 Million 1.8%

% of portfolio

0.2%

Previous 0.19%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$521.84 - $558.82 $13,567 - $14,529	-26 Reduced 0.3%	8,516 $4.59 Million
Q3 2024 Nov 12, 2024	SELL	$475.2 - $527.7 $72,230 - $80,210	-152 Reduced 1.75%	8,542 $4.51 Million
Q2 2024 Aug 13, 2024	BUY	$455.1 - $504.28 $243,023 - $269,285	534 Added 6.54%	8,694 $4.35 Million
Q1 2024 May 14, 2024	SELL	$429.43 - $481.35 $2,576 - $2,888	-6 Reduced 0.07%	8,160 $3.92 Million
Q4 2023 Feb 13, 2024	SELL	$377.32 - $438.19 $5.23 Million - $6.07 Million	-13,853 Reduced 62.91%	8,166 $3.57 Million
Q3 2023 Nov 13, 2023	SELL	$392.7 - $420.68 $122,522 - $131,252	-312 Reduced 1.4%	22,019 $8.65 Million
Q2 2023 Aug 14, 2023	SELL	$371.44 - $407.28 $59,430 - $65,164	-160 Reduced 0.71%	22,331 $9.09 Million
Q1 2023 May 04, 2023	BUY	$348.66 - $382.94 $491,610 - $539,945	1,410 Added 6.69%	22,491 $8.46 Million
Q4 2022 Feb 13, 2023	BUY	$327.64 - $374.54 $4.92 Million - $5.62 Million	15,015 Added 247.53%	21,081 $7.41 Million
Q3 2022 Oct 26, 2022	SELL	$328.3 - $395.04 $251,149 - $302,205	-765 Reduced 11.2%	6,066 $2 Million
Q2 2022 Jul 29, 2022	SELL	$337.07 - $419.85 $5.7 Million - $7.1 Million	-16,910 Reduced 71.23%	6,831 $2.37 Million
Q1 2022 Apr 28, 2022	BUY	$382.7 - $439.25 $6.01 Million - $6.9 Million	15,705 Added 195.43%	23,741 $9.86 Million
Q4 2021 Feb 01, 2022	BUY	$394.21 - $439.01 $717,856 - $799,437	1,821 Added 29.3%	8,036 $3.51 Million
Q4 2021 Feb 01, 2022	SELL	$394.21 - $439.01 $234,554 - $261,210	-595 Reduced 8.74%	6,215 $2.45 Million
Q3 2021 Nov 09, 2021	BUY	$390.68 - $416.73 $232,454 - $247,954	595 Added 9.57%	6,810 $2.69 Million
Q2 2021 Jul 28, 2021	BUY	$368.16 - $394.32 $82,836 - $88,722	225 Added 3.76%	6,215 $2.45 Million
Q1 2021 May 10, 2021	BUY	$339.03 - $365.24 $93,911 - $101,171	277 Added 4.85%	5,990 $2.18 Million
Q4 2020 Feb 10, 2021	SELL	$299.82 - $343.69 $262,342 - $300,728	-875 Reduced 13.28%	5,713 $1.96 Million
Q3 2020 Oct 26, 2020	SELL	$285.37 - $328.74 $34,529 - $39,777	-121 Reduced 1.8%	6,588 $2.03 Million
Q2 2020 Jul 31, 2020	BUY	$226.15 - $297.17 $395,988 - $520,344	1,751 Added 35.32%	6,709 $1.9 Million
Q1 2020 Apr 22, 2020	BUY	$204.27 - $310.92 $54,540 - $83,015	267 Added 5.69%	4,958 $1.17 Million
Q4 2019 Jan 23, 2020	SELL	$264.57 - $296.67 $392,357 - $439,961	-1,483 Reduced 24.02%	4,691 $1.39 Million
Q3 2019 Oct 18, 2019	SELL	$260.57 - $277.38 $73,480 - $78,221	-282 Reduced 4.37%	6,174 $1.68 Million
Q2 2019 Jul 31, 2019	BUY	$252.12 - $271.73 $25,716 - $27,716	102 Added 1.61%	6,456 $17.5 Million
Q1 2019 Apr 23, 2019	SELL	$224.5 - $261.43 $143,006 - $166,530	-637 Reduced 9.11%	6,354 $1.65 Million
Q4 2018 Jan 28, 2019	SELL	$215.07 - $268.24 $493,800 - $615,879	-2,296 Reduced 24.72%	6,991 $1.62 Million
Q3 2018 Nov 06, 2018	SELL	$248.79 - $269.75 $1.31 Million - $1.42 Million	-5,263 Reduced 36.17%	9,287 $2.48 Million
Q2 2018 Aug 10, 2018	SELL	$236.48 - $256.33 $1.51 Million - $1.64 Million	-6,384 Reduced 30.5%	14,550 $3.63 Million
Q1 2018 Apr 10, 2018	SELL	$236.79 - $263.36 $8.57 Million - $9.54 Million	-36,208 Reduced 63.36%	20,934 $5.07 Million
Q4 2017 Feb 05, 2018	SELL	$231.73 - $247.65 $4.21 Million - $4.5 Million	-18,187 Reduced 24.14%	57,142 $14 Million
Q3 2017 Oct 19, 2017	BUY	$228.78 - $230.76 $10.1 Million - $10.1 Million	43,953 Added 140.08%	75,329 $17.4 Million
Q2 2017 Aug 07, 2017	BUY	N/A	31,376	31,376 $6.97 Million

Others Institutions Holding VOO

# of Institutions

3,744

Shares Held

510M

Call Options Held

2.83M

Put Options Held

3.09M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

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Merriman Wealth Management, LLC Vanguard Index Fds S&P 500 ETF Transaction History