Moulton Wealth Management, Inc Vanguard Index Fds S&P 500 ETF Transaction History

Moulton Wealth Management, Inc

$118 Million
Q3 2024

A detailed history of Moulton Wealth Management, Inc transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Moulton Wealth Management, Inc holds 30,740 shares of VOO stock, worth $16.8 Million. This represents 13.74% of its overall portfolio holdings.

Number of Shares

30,740

Previous 21,949 40.05%

Holding current value

$16.8 Million

Previous $11 Million 47.76%

% of portfolio

13.74%

Previous 10.27%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 17, 2024	BUY	$475.2 - $527.7 $4.18 Million - $4.64 Million	8,791 Added 40.05%	30,740 $16.2 Million
Q2 2024 Jul 16, 2024	BUY	$455.1 - $504.28 $9.06 Million - $10 Million	19,916 Added 979.64%	21,949 $11 Million
Q1 2024 Apr 10, 2024	BUY	$429.43 - $481.35 $21,042 - $23,586	49 Added 2.47%	2,033 $977,000
Q4 2023 Jan 10, 2024	BUY	$377.32 - $438.19 $11,319 - $13,145	30 Added 1.54%	1,984 $866,000
Q3 2023 Oct 11, 2023	SELL	$392.7 - $420.68 $24,740 - $26,502	-63 Reduced 3.12%	1,954 $767,000
Q2 2023 Jul 13, 2023	SELL	$371.44 - $407.28 $23,772 - $26,065	-64 Reduced 3.08%	2,017 $821,000
Q1 2023 Apr 13, 2023	SELL	$348.66 - $382.94 $841,316 - $924,034	-2,413 Reduced 53.69%	2,081 $782,000
Q4 2022 Jan 11, 2023	SELL	$327.64 - $374.54 $11,467 - $13,108	-35 Reduced 0.77%	4,494 $0
Q3 2022 Oct 14, 2022	SELL	$328.3 - $395.04 $4.21 Million - $5.07 Million	-12,827 Reduced 73.91%	4,529 $1.49 Million
Q1 2022 Apr 19, 2022	SELL	$382.7 - $439.25 $4.86 Million - $5.58 Million	-12,697 Reduced 42.25%	17,356 $7.23 Million
Q4 2021 Jan 12, 2022	SELL	$394.21 - $439.01 $218,392 - $243,211	-554 Reduced 1.81%	30,053 $13.2 Million
Q3 2021 Oct 12, 2021	BUY	$390.68 - $416.73 $6.69 Million - $7.13 Million	17,121 Added 126.95%	30,607 $12.2 Million
Q2 2021 Jul 20, 2021	SELL	$368.16 - $394.32 $1.97 Million - $2.11 Million	-5,352 Reduced 28.41%	13,486 $5.31 Million
Q1 2021 Apr 08, 2021	SELL	$339.03 - $365.24 $3.91 Million - $4.22 Million	-11,542 Reduced 37.99%	18,838 $7.03 Million
Q4 2020 Jan 12, 2021	BUY	$299.82 - $343.69 $2.21 Million - $2.53 Million	7,365 Added 32.0%	30,380 $10.6 Million
Q3 2020 Oct 14, 2020	BUY	$285.37 - $328.74 $101,877 - $117,360	357 Added 1.58%	23,015 $7.45 Million
Q2 2020 Jul 08, 2020	BUY	$226.15 - $297.17 $5.12 Million - $6.73 Million	22,658 New	22,658 $6.5 Million
Q1 2020 Apr 13, 2020	SELL	$204.27 - $310.92 $355,021 - $540,378	-1,738 Closed	0 $0
Q4 2019 Jan 08, 2020	BUY	$264.57 - $296.67 $459,822 - $515,612	1,738 New	1,738 $515,000

Others Institutions Holding VOO

# of Institutions

3,155

Shares Held

395M

Call Options Held

2.09M

Put Options Held

2.68M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
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Moulton Wealth Management, Inc Vanguard Index Fds S&P 500 ETF Transaction History