Nicholson Wealth Management Group, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Nicholson Wealth Management Group, LLC

$171 Billion
Q3 2025

A detailed history of Nicholson Wealth Management Group, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Nicholson Wealth Management Group, LLC holds 15,883 shares of VOO stock, worth $9.81 Million. This represents 5.7% of its overall portfolio holdings.

Number of Shares

15,883

Previous 23,461 32.3%

Holding current value

$9.81 Million

Previous $13.3 Billion 27.01%

% of portfolio

5.7%

Previous 8.21%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	SELL	$567.77 - $614.76 $4.3 Million - $4.66 Million	-7,578 Reduced 32.3%	15,883 $9.73 Billion
Q2 2025 Jul 29, 2025	SELL	$456.74 - $568.03 $1.19 Million - $1.48 Million	-2,601 Reduced 9.98%	23,461 $13.3 Billion
Q1 2025 May 12, 2025	SELL	$507.05 - $563.67 $279,891 - $311,145	-552 Reduced 2.07%	26,062 $13.4 Billion
Q4 2024 Feb 03, 2025	BUY	$521.84 - $558.82 $8.49 Million - $9.09 Million	16,270 Added 157.29%	26,614 $14.3 Billion
Q3 2024 Oct 23, 2024	BUY	$475.2 - $527.7 $4.92 Million - $5.46 Million	10,344 New	10,344 $5.46 Billion

Others Institutions Holding VOO

# of Institutions

3,878

Shares Held

545M

Call Options Held

2.75M

Put Options Held

3.12M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

More about VOO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Nicholson Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Nicholson Wealth Management Group, LLC with notifications on news.

Account

Nicholson Wealth Management Group, LLC Vanguard Index Fds S&P 500 ETF Transaction History