Moss Adams Wealth Advisors LLC Vanguard Index Fds S&P 500 ETF Transaction History

Moss Adams Wealth Advisors LLC

$622 Billion
Q1 2024

A detailed history of Moss Adams Wealth Advisors LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Moss Adams Wealth Advisors LLC holds 1,607 shares of VOO stock, worth $814,443. This represents 0.12% of its overall portfolio holdings.

Number of Shares

1,607

Previous 1,753 8.33%

Holding current value

$814,443

Previous $766 Million 0.87%

% of portfolio

0.12%

Previous 0.16%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 07, 2024	SELL	$429.43 - $481.35 $62,696 - $70,277	-146 Reduced 8.33%	1,607 $773 Million
Q4 2023 Feb 06, 2024	BUY	$377.32 - $438.19 $574,658 - $667,363	1,523 Added 662.17%	1,753 $766 Million
Q3 2023 Dec 20, 2023	SELL	$392.7 - $420.68 $392 - $420	-1 Reduced 0.43%	230 $90.7 Million
Q2 2023 Dec 20, 2023	SELL	$371.44 - $407.28 $202,806 - $222,374	-546 Reduced 70.27%	231 $94.4 Million
Q1 2023 Dec 20, 2023	BUY	$348.66 - $382.94 $190,019 - $208,702	545 Added 234.91%	777 $292 Million

Q4 2022 Dec 20, 2023	BUY	$343.59 - $374.54 $79,712 - $86,893	232 New	232 $81.5 Million

Others Institutions Holding VOO

# of Institutions

2,887

Shares Held

360M

Call Options Held

2.32M

Put Options Held

2.09M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

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Moss Adams Wealth Advisors LLC Vanguard Index Fds S&P 500 ETF Transaction History