Monograph Wealth Advisors, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Monograph Wealth Advisors, LLC

$707 Million
Q4 2024

A detailed history of Monograph Wealth Advisors, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Monograph Wealth Advisors, LLC holds 14,654 shares of VOO stock, worth $8.09 Million. This represents 1.12% of its overall portfolio holdings.

Number of Shares

14,654

Previous 4,984 194.02%

Holding current value

$8.09 Million

Previous $2.63 Million 200.3%

% of portfolio

1.12%

Previous 0.36%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$521.84 - $558.82 $5.05 Million - $5.4 Million	9,670 Added 194.02%	14,654 $7.9 Million
Q1 2024 May 14, 2024	SELL	$429.43 - $481.35 $572,000 - $641,158	-1,332 Reduced 21.09%	4,984 $2.4 Million
Q4 2023 Feb 14, 2024	SELL	$377.32 - $438.19 $3.41 Million - $3.96 Million	-9,030 Reduced 58.84%	6,316 $2.76 Million
Q3 2023 Nov 15, 2023	BUY	$392.7 - $420.68 $5.14 Million - $5.5 Million	13,079 Added 576.93%	15,346 $6.03 Million
Q1 2023 May 09, 2023	SELL	$348.66 - $382.94 $358,771 - $394,045	-1,029 Reduced 31.22%	2,267 $852,000
Q3 2022 Nov 15, 2022	BUY	$328.3 - $395.04 $7,879 - $9,480	24 Added 0.73%	3,296 $1.09 Million
Q4 2021 Feb 10, 2022	BUY	$394.21 - $439.01 $1.29 Million - $1.44 Million	3,272 New	3,272 $1.43 Million

Others Institutions Holding VOO

# of Institutions

3,510

Shares Held

476M

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 Monograph Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Monograph Wealth Advisors, LLC with notifications on news.

Account

Monograph Wealth Advisors, LLC Vanguard Index Fds S&P 500 ETF Transaction History