Mycio Wealth Partners, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Mycio Wealth Partners, LLC

$435 Million
Q3 2024

A detailed history of Mycio Wealth Partners, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Mycio Wealth Partners, LLC holds 586 shares of VOO stock, worth $315,561. This represents 0.07% of its overall portfolio holdings.

Number of Shares

586

Previous 583 0.51%

Holding current value

$315,561

Previous $291,000 6.19%

% of portfolio

0.07%

Previous 0.07%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	BUY	$475.2 - $527.7 $1,425 - $1,583	3 Added 0.51%	586 $309,000
Q2 2024 Aug 12, 2024	SELL	$455.1 - $504.28 $10,922 - $12,102	-24 Reduced 3.95%	583 $291,000
Q1 2024 May 07, 2024	BUY	$429.43 - $481.35 $429 - $481	1 Added 0.17%	607 $291,000
Q4 2023 Jan 30, 2024	BUY	$377.32 - $438.19 $1,131 - $1,314	3 Added 0.5%	606 $264,000
Q3 2023 Nov 07, 2023	BUY	$392.7 - $420.68 $1,963 - $2,103	5 Added 0.84%	603 $236,000
Q2 2023 Aug 04, 2023	SELL	$371.44 - $407.28 $4,085 - $4,480	-11 Reduced 1.81%	598 $243,000
Q1 2023 May 09, 2023	BUY	$348.66 - $382.94 $697 - $765	2 Added 0.33%	609 $229,000
Q4 2022 Jan 25, 2023	SELL	$327.64 - $374.54 $2.52 Million - $2.89 Million	-7,704 Reduced 92.7%	607 $0
Q3 2022 Nov 14, 2022	BUY	$328.3 - $395.04 $1.91 Million - $2.3 Million	5,818 Added 233.37%	8,311 $2.73 Million
Q1 2022 May 09, 2022	BUY	$382.7 - $439.25 $3,061 - $3,514	8 Added 0.32%	2,493 $1.04 Million
Q4 2021 Feb 08, 2022	BUY	$394.21 - $439.01 $6,701 - $7,463	17 Added 0.69%	2,485 $1.09 Million
Q3 2021 Nov 10, 2021	BUY	$390.68 - $416.73 $3,125 - $3,333	8 Added 0.33%	2,468 $973,000
Q2 2021 Aug 09, 2021	BUY	$368.16 - $394.32 $289,373 - $309,935	786 Added 46.95%	2,460 $968,000
Q1 2021 May 17, 2021	BUY	$339.03 - $365.24 $567,536 - $611,411	1,674 New	1,674 $610,000
Q1 2020 May 14, 2020	SELL	$204.27 - $310.92 $4.42 Million - $6.73 Million	-21,643 Closed	0 $0
Q4 2019 Feb 13, 2020	BUY	$264.57 - $296.67 $292,878 - $328,413	1,107 Added 5.39%	21,643 $6.4 Million
Q3 2019 Nov 12, 2019	SELL	$260.57 - $277.38 $185,786 - $197,771	-713 Reduced 3.36%	20,536 $5.6 Million
Q2 2019 Aug 05, 2019	BUY	$252.12 - $271.73 $902,589 - $972,793	3,580 Added 20.26%	21,249 $5.72 Million
Q1 2019 Apr 18, 2019	SELL	$224.5 - $261.43 $28,736 - $33,463	-128 Reduced 0.72%	17,669 $4.59 Million
Q4 2018 Jan 22, 2019	BUY	$215.07 - $268.24 $1.36 Million - $1.7 Million	6,321 Added 55.08%	17,797 $4.09 Million
Q3 2018 Oct 25, 2018	BUY	$248.79 - $269.75 $167,435 - $181,541	673 Added 6.23%	11,476 $3.07 Million
Q2 2018 Jul 19, 2018	BUY	$236.48 - $256.33 $348,335 - $377,574	1,473 Added 15.79%	10,803 $2.7 Million
Q1 2018 Apr 27, 2018	SELL	$236.79 - $263.36 $341,687 - $380,028	-1,443 Reduced 13.39%	9,330 $2.26 Million
Q4 2017 Jan 31, 2018	SELL	$231.73 - $247.65 $12,976 - $13,868	-56 Reduced 0.52%	10,773 $2.64 Million
Q3 2017 Oct 19, 2017	SELL	$228.78 - $230.76 $42,781 - $43,152	-187 Reduced 1.7%	10,829 $2.5 Million
Q2 2017 Aug 10, 2017	SELL	N/A	-602 Reduced 5.18%	11,016 $2.45 Million
Q2 2017 Aug 08, 2017	BUY	N/A	11,618	11,618 $2.51 Million

Others Institutions Holding VOO

# of Institutions

3,145

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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Mycio Wealth Partners, LLC Vanguard Index Fds S&P 500 ETF Transaction History