New Wave Wealth Advisors LLC Vanguard Index Fds S&P 500 ETF Transaction History

New Wave Wealth Advisors LLC

$235 Billion
Q2 2025

A detailed history of New Wave Wealth Advisors LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, New Wave Wealth Advisors LLC holds 3,291 shares of VOO stock, worth $1.93 Million. This represents 0.79% of its overall portfolio holdings.

Number of Shares

3,291

Previous 3,019 9.01%

Holding current value

$1.93 Million

Previous $1.55 Billion 20.49%

% of portfolio

0.79%

Previous 0.7%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 18, 2025	BUY	$456.74 - $568.03 $124,233 - $154,504	272 Added 9.01%	3,291 $1.87 Billion
Q1 2025 Apr 25, 2025	SELL	$507.05 - $563.67 $193,186 - $214,758	-381 Reduced 11.21%	3,019 $1.55 Billion
Q4 2024 Jan 23, 2025	BUY	$521.84 - $558.82 $611,074 - $654,378	1,171 Added 52.53%	3,400 $1.83 Billion
Q3 2024 Oct 23, 2024	BUY	$475.2 - $527.7 $561,211 - $623,213	1,181 Added 112.69%	2,229 $1.18 Billion
Q2 2024 Aug 27, 2024	BUY	$455.1 - $504.28 $476,944 - $528,485	1,048 New	1,048 $524 Million

Others Institutions Holding VOO

# of Institutions

3,679

Shares Held

530M

Call Options Held

2.1M

Put Options Held

1.61M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

More about VOO

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New Wave Wealth Advisors LLC Vanguard Index Fds S&P 500 ETF Transaction History