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

Naviter Wealth, LLC

$795 Million
Q2 2025

A detailed history of Naviter Wealth, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Naviter Wealth, LLC holds 5,010 shares of VOO stock, worth $2.93 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares

5,010

Previous 4,550 10.11%

Holding current value

$2.93 Million

Previous $2.34 Million 21.69%

% of portfolio

0.36%

Previous 0.29%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 28, 2025	BUY	$456.74 - $568.03 $210,100 - $261,293	460 Added 10.11%	5,010 $2.85 Million
Q1 2025 Apr 25, 2025	BUY	$507.05 - $563.67 $88,226 - $98,078	174 Added 3.98%	4,550 $2.34 Million
Q4 2024 Feb 07, 2025	SELL	$521.84 - $558.82 $3,652 - $3,911	-7 Reduced 0.16%	4,376 $2.36 Million
Q3 2024 Oct 16, 2024	SELL	$475.2 - $527.7 $148,737 - $165,170	-313 Reduced 6.67%	4,383 $2.31 Million
Q2 2024 Aug 01, 2024	BUY	$455.1 - $504.28 $148,817 - $164,899	327 Added 7.48%	4,696 $2.35 Million
Q1 2024 Apr 18, 2024	BUY	$429.43 - $481.35 $698,682 - $783,156	1,627 Added 59.34%	4,369 $2.1 Million
Q4 2023 Feb 05, 2024	BUY	$377.32 - $438.19 $1.03 Million - $1.2 Million	2,742 New	2,742 $1.2 Million
Q2 2023 Jul 20, 2023	BUY	$371.44 - $407.28 $460,957 - $505,434	1,241 New	1,241 $505,000

Others Institutions Holding VOO

# of Institutions

3,703

Shares Held

532M

Call Options Held

2.14M

Put Options Held

2.72M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

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