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

Nicholson Wealth Management Group, LLC

$162 Billion
Q2 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 23,461 shares of VOO stock, worth $14.5 Million. This represents 8.21% of its overall portfolio holdings.

Number of Shares

23,461

Previous 26,062 9.98%

Holding current value

$14.5 Million

Previous $13.4 Billion 0.5%

% of portfolio

8.21%

Previous 8.79%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

3,738

Shares Held

514M

Call Options Held

2.83M

Put Options Held

3.09M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

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